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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 | $221,487 | $157,304+40.8% | $141,197+56.9% | $152,909+44.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.69% | 64.34%-48.7pp | 71.41%-55.7pp | 345.46%-329.8pp |
| Employer contribution / active EE | $7,400 | $5,263+40.6% | $4,736+56.2% | $4,764+55.3% |
| Participant deferral / active EE | $10,100 | $7,111+42.0% | $6,710+50.5% | $5,851+72.6% |
| Admin fee / account holder | $233,705 | $12,126+1827.3% | $10,265+2176.8% | $11,601+1914.6% |