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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 | $227,574 | $212,777+7.0% | $173,703+31.0% | $198,609+14.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 4.97% | 18.82%-13.9pp | 17.46%-12.5pp | 202.70%-197.7pp |
| Employer contribution / active EE | $15,596 | $5,214+199.1% | $4,288+263.7% | $5,055+208.5% |
| Participant deferral / active EE | $7,303 | $5,697+28.2% | $4,854+50.5% | $6,977+4.7% |
| Admin fee / account holder | $1,319 | $19,536-93.2% | $15,562-91.5% | $19,030-93.1% |