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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 | $200,987 | $225,673-10.9% | $203,872-1.4% | $155,188+29.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 12.29% | 95.91%-83.6pp | 85.11%-72.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $23,305 | $4,099+468.6% | $3,757+520.2% | $4,248+448.6% |
| Participant deferral / active EE | $14,100 | $6,893+104.5% | $6,388+120.7% | $6,531+115.9% |
| Admin fee / account holder | $2,377 | $12,327-80.7% | $11,730-79.7% | $14,480-83.6% |