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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 | $199,369 | $157,296+26.7% | $141,191+41.2% | $152,897+30.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.18% | 64.34%-45.2pp | 71.41%-52.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $8,537 | $5,262+62.2% | $4,736+80.2% | $4,764+79.2% |
| Participant deferral / active EE | $9,843 | $7,111+38.4% | $6,710+46.7% | $5,851+68.2% |
| Admin fee / account holder | $440 | $12,125-96.4% | $10,264-95.7% | $11,599-96.2% |