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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 | $221,999 | $165,361+34.3% | $149,715+48.3% | $158,950+39.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.40% | 348.24%-338.8pp | 276.66%-267.3pp | 302.91%-293.5pp |
| Employer contribution / active EE | $4,286 | $5,103-16.0% | $4,645-7.7% | $4,762-10.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,501 | $10,808+15.7% | $9,310+34.3% | $11,248+11.1% |