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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 | $216,050 | $154,209+40.1% | $130,062+66.1% | $139,487+54.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.12% | 32.52%-16.4pp | -137.37%+153.5pp | 373.84%-357.7pp |
| Employer contribution / active EE | $6,615 | $5,292+25.0% | $4,322+53.1% | $4,755+39.1% |
| Participant deferral / active EE | $12,254 | $6,709+82.6% | $5,821+110.5% | $6,713+82.6% |
| Admin fee / account holder | $3,472 | $13,988-75.2% | $10,601-67.3% | $11,407-69.6% |