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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 | $211,239-8.9% | $178,528+7.8% | $145,877+32.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.24% | 30.22%-20.0pp | 27.11%-16.9pp | 551.28%-541.0pp |
| Employer contribution / active EE | $8,279 | $4,570+81.1% | $3,950+109.6% | $4,663+77.5% |
| Participant deferral / active EE | $7,890 | $6,963+13.3% | $6,278+25.7% | $6,691+17.9% |
| Admin fee / account holder | $2,290 | $12,095-81.1% | $10,419-78.0% | $13,402-82.9% |