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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 | $212,040 | $154,159+37.5% | $130,026+63.1% | $139,456+52.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.96% | 32.50%-20.5pp | -137.26%+149.2pp | 373.45%-361.5pp |
| Employer contribution / active EE | $6,415 | $5,292+21.2% | $4,321+48.5% | $4,753+35.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $12,829 | $14,001-8.4% | $10,608+20.9% | $11,407+12.5% |