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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 | $192,491 | $211,224-8.9% | $178,505+7.8% | $145,897+31.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.24% | 30.28%-20.0pp | 27.16%-16.9pp | 552.29%-542.1pp |
| Employer contribution / active EE | $8,279 | $4,577+80.9% | $3,955+109.3% | $4,663+77.6% |
| Participant deferral / active EE | $7,890 | $6,966+13.3% | $6,280+25.6% | $6,689+18.0% |
| Admin fee / account holder | $2,290 | $12,109-81.1% | $10,428-78.0% | $13,390-82.9% |