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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 | $224,262 | $228,395-1.8% | $185,861+20.7% | $158,982+41.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.21% | 40.82%-24.6pp | 35.96%-19.8pp | 302.99%-286.8pp |
| Employer contribution / active EE | $9,383 | $4,968+88.9% | $4,088+129.5% | $4,763+97.0% |
| Participant deferral / active EE | $6,162 | $6,417-4.0% | $5,634+9.4% | $5,983+3.0% |
| Admin fee / account holder | $3,433 | $11,869-71.1% | $9,503-63.9% | $11,252-69.5% |