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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 | $157,304+35.2% | $141,197+50.7% | $152,909+39.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.99% | 64.34%-43.4pp | 71.41%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $9,183 | $5,263+74.5% | $4,736+93.9% | $4,764+92.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,870 | $12,126-84.6% | $10,265-81.8% | $11,601-83.9% |