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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 | $235,181 | $211,239+11.3% | $178,528+31.7% | $145,877+61.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.66% | 30.22%-15.6pp | 27.11%-12.5pp | 551.28%-536.6pp |
| Employer contribution / active EE | $13,766 | $4,570+201.2% | $3,950+248.5% | $4,663+195.2% |
| Participant deferral / active EE | $9,267 | $6,963+33.1% | $6,278+47.6% | $6,691+38.5% |
| Admin fee / account holder | $3,689 | $12,095-69.5% | $10,419-64.6% | $13,402-72.5% |