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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 | $229,661 | $165,381+38.9% | $149,730+53.4% | $158,966+44.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.48% | 348.29%-336.8pp | 276.70%-265.2pp | 302.95%-291.5pp |
| Employer contribution / active EE | $6,400 | $5,104+25.4% | $4,645+37.8% | $4,762+34.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,228 | $10,809-88.6% | $9,310-86.8% | $11,250-89.1% |