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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,137 | $132,634+81.8% | $115,768+108.3% | $137,256+75.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.65% | 160.70%-144.0pp | 100.46%-83.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,002 | $3,360+48.9% | $2,940+70.2% | $4,156+20.4% |
| Participant deferral / active EE | $9,982 | $5,619+77.7% | $4,917+103.0% | $6,407+55.8% |
| Admin fee / account holder | $12,799 | $15,028-14.8% | $12,439+2.9% | $12,270+4.3% |