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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 | $190,707 | $139,948+36.3% | $121,663+56.8% | $154,746+23.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 19.69% | 230.52%-210.8pp | 147.54%-127.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $6,285 | $3,521+78.5% | $3,020+108.1% | $4,379+43.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $994 | $17,321-94.3% | $14,289-93.0% | $14,365-93.1% |