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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 | $246,094 | $211,288+16.5% | $178,540+37.8% | $145,884+68.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.84% | 30.27%-15.4pp | 27.15%-12.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $4,394 | $4,574-3.9% | $3,953+11.1% | $4,662-5.8% |
| Participant deferral / active EE | $10,419 | $6,967+49.6% | $6,281+65.9% | $6,690+55.8% |
| Admin fee / account holder | $841 | $12,105-93.0% | $10,424-91.9% | $13,392-93.7% |