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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 | $225,220 | $157,276+43.2% | $141,177+59.5% | $152,885+47.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.14% | 64.33%-40.2pp | 71.40%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $4,277 | $5,262-18.7% | $4,736-9.7% | $4,763-10.2% |
| Participant deferral / active EE | $10,184 | $7,110+43.2% | $6,710+51.8% | $5,851+74.1% |
| Admin fee / account holder | $572 | $12,123-95.3% | $10,263-94.4% | $11,598-95.1% |