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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 | $220,222 | $183,539+20.0% | $155,556+41.6% | $145,897+50.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.82% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,859 | $5,315-46.2% | $4,675-38.9% | $4,663-38.7% |
| Participant deferral / active EE | $3,929 | $6,467-39.2% | $5,631-30.2% | $6,689-41.3% |
| Admin fee / account holder | $360 | $19,275-98.1% | $15,885-97.7% | $13,390-97.3% |