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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 | $233,096 | $228,395+2.1% | $185,861+25.4% | $158,982+46.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.06% | 40.82%-27.8pp | 35.96%-22.9pp | 302.99%-289.9pp |
| Employer contribution / active EE | $13,237 | $4,968+166.5% | $4,088+223.8% | $4,763+177.9% |
| Participant deferral / active EE | $15,477 | $6,417+141.2% | $5,634+174.7% | $5,983+158.7% |
| Admin fee / account holder | $1,154 | $11,869-90.3% | $9,503-87.9% | $11,252-89.7% |