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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 | $212,725 | $157,276+35.3% | $141,177+50.7% | $152,885+39.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.99% | 64.33%-43.3pp | 71.40%-50.4pp | 345.39%-324.4pp |
| Employer contribution / active EE | $9,183 | $5,262+74.5% | $4,736+93.9% | $4,763+92.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,870 | $12,123-84.6% | $10,263-81.8% | $11,598-83.9% |