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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 | $203,554 | $148,623+37.0% | $135,974+49.7% | $139,466+46.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.94% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $6,639 | $5,246+26.5% | $4,859+36.6% | $4,754+39.7% |
| Participant deferral / active EE | $10,227 | $8,103+26.2% | $7,760+31.8% | $6,712+52.4% |
| Admin fee / account holder | $467 | $12,406-96.2% | $10,767-95.7% | $11,409-95.9% |