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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 | $200,670 | $157,276+27.6% | $141,177+42.1% | $152,885+31.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.27% | 64.33%-31.1pp | 71.40%-38.1pp | 345.39%-312.1pp |
| Employer contribution / active EE | $5,303 | $5,262+0.8% | $4,736+12.0% | $4,763+11.3% |
| Participant deferral / active EE | $13,458 | $7,110+89.3% | $6,710+100.6% | $5,851+130.0% |
| Admin fee / account holder | $1,531 | $12,123-87.4% | $10,263-85.1% | $11,598-86.8% |