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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 | $208,200 | $157,304+32.4% | $141,197+47.5% | $152,909+36.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.88% | 64.34%-46.5pp | 71.41%-53.5pp | 345.46%-327.6pp |
| Employer contribution / active EE | $7,313 | $5,263+39.0% | $4,736+54.4% | $4,764+53.5% |
| Participant deferral / active EE | $21,735 | $7,111+205.7% | $6,710+223.9% | $5,851+271.5% |
| Admin fee / account holder | $811 | $12,126-93.3% | $10,265-92.1% | $11,601-93.0% |