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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 | $242,563 | $202,440+19.8% | $169,390+43.2% | $139,466+73.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.20% | 532.36%-523.2pp | 406.07%-396.9pp | 373.66%-364.5pp |
| Employer contribution / active EE | $7,000 | $4,693+49.2% | $4,013+74.5% | $4,754+47.2% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $996 | $10,722-90.7% | $9,015-89.0% | $11,409-91.3% |