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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 | $215,439 | $76,368+182.1% | $67,681+218.3% | $154,746+39.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.72% | 1066.77%-1051.1pp | 590.58%-574.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $6,687 | $3,151+112.2% | $2,678+149.7% | $4,379+52.7% |
| Participant deferral / active EE | $8,244 | $4,824+70.9% | $3,976+107.4% | $6,730+22.5% |
| Admin fee / account holder | $1,319 | $8,559-84.6% | $6,100-78.4% | $14,365-90.8% |