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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 | $198,687 | $171,492+15.9% | $150,734+31.8% | $198,6090% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.13% | 804.70%-792.6pp | 600.81%-588.7pp | 202.70%-190.6pp |
| Employer contribution / active EE | $8,333 | $5,470+52.3% | $4,918+69.4% | $5,055+64.8% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,926 | $17,628-15.3% | $14,905+0.1% | $19,030-21.6% |