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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 | $220,790 | $227,291-2.9% | $214,702+2.8% | $155,188+42.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.20% | 60.08%-45.9pp | 54.55%-40.4pp | 148.84%-134.6pp |
| Employer contribution / active EE | $3,992 | $6,772-41.1% | $6,461-38.2% | $4,248-6.0% |
| Participant deferral / active EE | $7,538 | $9,582-21.3% | $9,147-17.6% | $6,531+15.4% |
| Admin fee / account holder | $3,535 | $20,413-82.7% | $19,830-82.2% | $14,480-75.6% |