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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 | $201,861 | $176,794+14.2% | $146,647+37.7% | $167,553+20.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.90% | 24.04%-11.1pp | 22.75%-9.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $21,639 | $5,161+319.3% | $4,137+423.1% | $4,840+347.1% |
| Participant deferral / active EE | $11,454 | $6,440+77.8% | $5,506+108.0% | $6,343+80.6% |
| Admin fee / account holder | $13,535 | $13,262+2.1% | $10,281+31.7% | $12,316+9.9% |