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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 | $218,824 | $202,440+8.1% | $169,390+29.2% | $139,466+56.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.35% | 532.36%-519.0pp | 406.07%-392.7pp | 373.66%-360.3pp |
| Employer contribution / active EE | $14,333 | $4,693+205.4% | $4,013+257.2% | $4,754+201.5% |
| Participant deferral / active EE | $2,766 | $6,940-60.1% | $6,222-55.6% | $6,712-58.8% |
| Admin fee / account holder | $8,209 | $10,722-23.4% | $9,015-8.9% | $11,409-28.0% |