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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 | $210,075 | $157,276+33.6% | $141,177+48.8% | $152,885+37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.28% | 64.33%-44.1pp | 71.40%-51.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $4,346 | $5,262-17.4% | $4,736-8.2% | $4,763-8.8% |
| Participant deferral / active EE | $6,014 | $7,110-15.4% | $6,710-10.4% | $5,851+2.8% |
| Admin fee / account holder | $1,145 | $12,123-90.6% | $10,263-88.8% | $11,598-90.1% |