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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 | $234,590 | $176,786+32.7% | $146,643+60.0% | $167,536+40.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.70% | 24.04%-6.3pp | 22.75%-5.0pp | 478.82%-461.1pp |
| Employer contribution / active EE | $7,574 | $5,161+46.7% | $4,137+83.1% | $4,839+56.5% |
| Participant deferral / active EE | $13,995 | $6,440+117.3% | $5,506+154.2% | $6,342+120.7% |
| Admin fee / account holder | $2,217 | $13,262-83.3% | $10,280-78.4% | $12,315-82.0% |