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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 | $157,304+49.7% | $141,197+66.8% | $152,909+54.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.00% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $12,211 | $5,263+132.0% | $4,736+157.8% | $4,764+156.3% |
| Participant deferral / active EE | $7,103 | $7,111-0.1% | $6,710+5.9% | $5,851+21.4% |
| Admin fee / account holder | $6,693 | $12,126-44.8% | $10,265-34.8% | $11,601-42.3% |