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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 | $220,207 | $157,304+40.0% | $141,197+56.0% | $152,909+44.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.30% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $6,818 | $5,263+29.6% | $4,736+44.0% | $4,764+43.1% |
| Participant deferral / active EE | $6,072 | $7,111-14.6% | $6,710-9.5% | $5,851+3.8% |
| Admin fee / account holder | $5,468 | $12,126-54.9% | $10,265-46.7% | $11,601-52.9% |