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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 | $207,843 | $157,270+32.2% | $141,173+47.2% | $152,870+36.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.26% | 64.33%-43.1pp | 71.40%-50.1pp | 345.34%-324.1pp |
| Employer contribution / active EE | $10,771 | $5,261+104.7% | $4,735+127.5% | $4,763+126.1% |
| Participant deferral / active EE | $9,540 | $7,110+34.2% | $6,710+42.2% | $5,850+63.1% |
| Admin fee / account holder | $1,564 | $12,121-87.1% | $10,262-84.8% | $11,597-86.5% |