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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 | $235,028 | $211,224+11.3% | $178,505+31.7% | $145,897+61.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.39% | 30.28%-17.9pp | 27.16%-14.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $15,773 | $4,577+244.6% | $3,955+298.8% | $4,663+238.3% |
| Participant deferral / active EE | $19,597 | $6,966+181.3% | $6,280+212.0% | $6,689+193.0% |
| Admin fee / account holder | $1,527 | $12,109-87.4% | $10,428-85.4% | $13,390-88.6% |