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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 | $237,054 | $227,399+4.2% | $189,758+24.9% | $198,609+19.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.91% | 61.03%-43.1pp | 52.62%-34.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $9,130 | $5,526+65.2% | $4,767+91.5% | $5,055+80.6% |
| Participant deferral / active EE | $13,709 | $6,837+100.5% | $5,856+134.1% | $6,977+96.5% |
| Admin fee / account holder | $3,623 | $25,162-85.6% | $20,388-82.2% | $19,030-81.0% |