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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 | $237,289 | $157,296+50.9% | $141,191+68.1% | $152,897+55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.58% | 64.34%-46.8pp | 71.41%-53.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $7,723 | $5,262+46.8% | $4,736+63.1% | $4,764+62.1% |
| Participant deferral / active EE | $7,865 | $7,111+10.6% | $6,710+17.2% | $5,851+34.4% |
| Admin fee / account holder | $2,647 | $12,125-78.2% | $10,264-74.2% | $11,599-77.2% |