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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 | $206,706 | $114,119+81.1% | $107,187+92.8% | $138,895+48.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.13% | 273.21%-253.1pp | 204.55%-184.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $9,238 | $4,059+127.6% | $3,782+144.3% | $4,194+120.3% |
| Participant deferral / active EE | $9,843 | $5,538+77.7% | $5,096+93.1% | $6,396+53.9% |
| Admin fee / account holder | $1,274 | $10,024-87.3% | $9,162-86.1% | $12,562-89.9% |