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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 | $220,966 | $165,381+33.6% | $149,730+47.6% | $158,966+39.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.01% | 348.29%-321.3pp | 276.70%-249.7pp | 302.95%-275.9pp |
| Employer contribution / active EE | $4,722 | $5,104-7.5% | $4,645+1.6% | $4,762-0.9% |
| Participant deferral / active EE | $13,113 | $7,182+82.6% | $6,843+91.6% | $5,983+119.2% |
| Admin fee / account holder | $15,408 | $10,809+42.5% | $9,310+65.5% | $11,250+37.0% |