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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 | $229,960 | $168,636+36.4% | $147,617+55.8% | $125,393+83.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.08% | 77.65%-73.6pp | 61.98%-57.9pp | 282.23%-278.1pp |
| Employer contribution / active EE | $8,262 | $6,252+32.1% | $5,565+48.5% | $4,866+69.8% |
| Participant deferral / active EE | $5,333 | $5,507-3.2% | $4,895+8.9% | $5,351-0.3% |
| Admin fee / account holder | $4,082 | $13,580-69.9% | $11,611-64.8% | $9,541-57.2% |