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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 | $184,963 | $157,276+17.6% | $141,177+31.0% | $152,885+21.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.01% | 64.33%-48.3pp | 71.40%-55.4pp | 345.39%-329.4pp |
| Employer contribution / active EE | $8,151 | $5,262+54.9% | $4,736+72.1% | $4,763+71.1% |
| Participant deferral / active EE | $10,565 | $7,110+48.6% | $6,710+57.5% | $5,851+80.6% |
| Admin fee / account holder | $837 | $12,123-93.1% | $10,263-91.8% | $11,598-92.8% |