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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 | $196,277 | $157,296+24.8% | $141,191+39.0% | $152,897+28.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.18% | 64.34%-49.2pp | 71.41%-56.2pp | 345.43%-330.2pp |
| Employer contribution / active EE | $10,554 | $5,262+100.6% | $4,736+122.8% | $4,764+121.6% |
| Participant deferral / active EE | $11,410 | $7,111+60.5% | $6,710+70.0% | $5,851+95.0% |
| Admin fee / account holder | $5,302 | $12,125-56.3% | $10,264-48.3% | $11,599-54.3% |