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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 | $224,269 | $157,296+42.6% | $141,191+58.8% | $152,897+46.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.28% | 64.34%-49.1pp | 71.41%-56.1pp | 345.43%-330.2pp |
| Employer contribution / active EE | $16,539 | $5,262+214.3% | $4,736+249.2% | $4,764+247.2% |
| Participant deferral / active EE | $7,364 | $7,111+3.6% | $6,710+9.7% | $5,851+25.9% |
| Admin fee / account holder | $6,891 | $12,125-43.2% | $10,264-32.9% | $11,599-40.6% |