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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 | $215,540 | $157,296+37.0% | $141,191+52.7% | $152,897+41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.39% | 64.34%-39.9pp | 71.41%-47.0pp | 345.43%-321.0pp |
| Employer contribution / active EE | $10,277 | $5,262+95.3% | $4,736+117.0% | $4,764+115.8% |
| Participant deferral / active EE | $3,937 | $7,111-44.6% | $6,710-41.3% | $5,851-32.7% |
| Admin fee / account holder | $9,829 | $12,125-18.9% | $10,264-4.2% | $11,599-15.3% |