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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 | $241,146 | $157,270+53.3% | $141,173+70.8% | $152,870+57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.20% | 64.33%-48.1pp | 71.40%-55.2pp | 345.34%-329.1pp |
| Employer contribution / active EE | $7,979 | $5,261+51.7% | $4,735+68.5% | $4,763+67.5% |
| Participant deferral / active EE | $7,295 | $7,110+2.6% | $6,710+8.7% | $5,850+24.7% |
| Admin fee / account holder | $8,460 | $12,121-30.2% | $10,262-17.6% | $11,597-27.0% |