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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 | $230,010 | $227,399+1.1% | $189,758+21.2% | $198,609+15.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.26% | 61.03%-43.8pp | 52.62%-35.4pp | 202.70%-185.4pp |
| Employer contribution / active EE | $6,417 | $5,526+16.1% | $4,767+34.6% | $5,055+26.9% |
| Participant deferral / active EE | $22,706 | $6,837+232.1% | $5,856+287.7% | $6,977+225.5% |
| Admin fee / account holder | $19,543 | $25,162-22.3% | $20,388-4.1% | $19,030+2.7% |