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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 | $213,108 | $157,276+35.5% | $141,177+51.0% | $152,885+39.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.85% | 64.33%-41.5pp | 71.40%-48.6pp | 345.39%-322.5pp |
| Employer contribution / active EE | $4,229 | $5,262-19.6% | $4,736-10.7% | $4,763-11.2% |
| Participant deferral / active EE | $11,223 | $7,110+57.8% | $6,710+67.3% | $5,851+91.8% |
| Admin fee / account holder | $1,001 | $12,123-91.7% | $10,263-90.3% | $11,598-91.4% |