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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 | $238,064 | $157,304+51.3% | $141,197+68.6% | $152,909+55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.14% | 64.34%-41.2pp | 71.41%-48.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $7,472 | $5,263+42.0% | $4,736+57.8% | $4,764+56.8% |
| Participant deferral / active EE | $13,279 | $7,111+86.7% | $6,710+97.9% | $5,851+126.9% |
| Admin fee / account holder | $5,240 | $12,126-56.8% | $10,265-49.0% | $11,601-54.8% |