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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 | $206,675 | $157,296+31.4% | $141,191+46.4% | $152,897+35.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.64% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $10,937 | $5,262+107.8% | $4,736+130.9% | $4,764+129.6% |
| Participant deferral / active EE | $12,936 | $7,111+81.9% | $6,710+92.8% | $5,851+121.1% |
| Admin fee / account holder | $3,463 | $12,125-71.4% | $10,264-66.3% | $11,599-70.1% |