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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 | $242,424 | $157,304+54.1% | $141,197+71.7% | $152,909+58.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.06% | 64.34%-38.3pp | 71.41%-45.3pp | 345.46%-319.4pp |
| Employer contribution / active EE | $5,216 | $5,263-0.9% | $4,736+10.1% | $4,764+9.5% |
| Participant deferral / active EE | $25,416 | $7,111+257.4% | $6,710+278.8% | $5,851+334.4% |
| Admin fee / account holder | $8,179 | $12,126-32.5% | $10,265-20.3% | $11,601-29.5% |