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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 | $233,432 | $225,673+3.4% | $203,872+14.5% | $155,188+50.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.11% | 95.91%-81.8pp | 85.11%-71.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $5,104 | $4,099+24.5% | $3,757+35.8% | $4,248+20.2% |
| Participant deferral / active EE | $14,986 | $6,893+117.4% | $6,388+134.6% | $6,531+129.5% |
| Admin fee / account holder | $1,838 | $12,327-85.1% | $11,730-84.3% | $14,480-87.3% |