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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 | $214,150 | $227,399-5.8% | $189,758+12.9% | $198,609+7.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.62% | 61.03%-51.4pp | 52.62%-43.0pp | 202.70%-193.1pp |
| Employer contribution / active EE | $25,002 | $5,526+352.4% | $4,767+424.5% | $5,055+394.6% |
| Participant deferral / active EE | $14,086 | $6,837+106.0% | $5,856+140.5% | $6,977+101.9% |
| Admin fee / account holder | $180,347 | $25,162+616.7% | $20,388+784.6% | $19,030+847.7% |