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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 | $236,256 | $176,402+33.9% | $134,162+76.1% | $158,982+48.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.71% | 63.66%-53.9pp | 36.35%-26.6pp | 302.99%-293.3pp |
| Employer contribution / active EE | $5,035 | $5,042-0.2% | $3,705+35.9% | $4,763+5.7% |
| Participant deferral / active EE | $12,091 | $4,093+195.4% | $3,500+245.5% | $5,983+102.1% |
| Admin fee / account holder | $587 | $8,719-93.3% | $6,685-91.2% | $11,252-94.8% |