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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 | $220,036 | $127,387+72.7% | $115,038+91.3% | $125,389+75.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.50% | 31.28%-31.8pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $10,308 | $5,166+99.5% | $4,608+123.7% | $4,866+111.8% |
| Participant deferral / active EE | $11,110 | $6,423+73.0% | $6,026+84.4% | $5,352+107.6% |
| Admin fee / account holder | $1,333 | $9,516-86.0% | $8,175-83.7% | $9,541-86.0% |