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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 | $201,546 | $157,304+28.1% | $141,197+42.7% | $152,909+31.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 67.97% | 64.34%+3.6pp | 71.41%-3.4pp | 345.46%-277.5pp |
| Employer contribution / active EE | $4,360 | $5,263-17.1% | $4,736-7.9% | $4,764-8.5% |
| Participant deferral / active EE | $9,392 | $7,111+32.1% | $6,710+40.0% | $5,851+60.5% |
| Admin fee / account holder | $420 | $12,126-96.5% | $10,265-95.9% | $11,601-96.4% |