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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 | $224,785 | $160,070+40.4% | $147,117+52.8% | $145,897+54.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.22% | 98.69%-79.5pp | 420.54%-401.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $4,781 | $5,285-9.5% | $4,932-3.1% | $4,663+2.5% |
| Participant deferral / active EE | $19,892 | $8,419+136.3% | $8,065+146.7% | $6,689+197.4% |
| Admin fee / account holder | $1,653 | $15,035-89.0% | $12,993-87.3% | $13,390-87.7% |