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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 | $238,980 | $211,239+13.1% | $178,528+33.9% | $145,877+63.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.00% | 30.22%-16.2pp | 27.11%-13.1pp | 551.28%-537.3pp |
| Employer contribution / active EE | $16,819 | $4,570+268.0% | $3,950+325.8% | $4,663+260.7% |
| Participant deferral / active EE | $10,859 | $6,963+56.0% | $6,278+73.0% | $6,691+62.3% |
| Admin fee / account holder | $3,594 | $12,095-70.3% | $10,419-65.5% | $13,402-73.2% |