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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 | $235,554 | $157,270+49.8% | $141,173+66.9% | $152,870+54.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.00% | 64.33%-42.3pp | 71.40%-49.4pp | 345.34%-323.3pp |
| Employer contribution / active EE | $12,211 | $5,261+132.1% | $4,735+157.9% | $4,763+156.4% |
| Participant deferral / active EE | $7,103 | $7,110-0.1% | $6,710+5.9% | $5,850+21.4% |
| Admin fee / account holder | $6,693 | $12,121-44.8% | $10,262-34.8% | $11,597-42.3% |