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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 | $214,079 | $227,291-5.8% | $214,702-0.3% | $155,188+37.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 32.46% | 60.08%-27.6pp | 54.55%-22.1pp | 148.84%-116.4pp |
| Employer contribution / active EE | $18,000 | $6,772+165.8% | $6,461+178.6% | $4,248+323.8% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,704 | $20,413-86.8% | $19,830-86.4% | $14,480-81.3% |