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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 | $206,844 | $228,352-9.4% | $185,827+11.3% | $158,950+30.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.82% | 40.81%-26.0pp | 35.96%-21.1pp | 302.91%-288.1pp |
| Employer contribution / active EE | $11,403 | $4,967+129.6% | $4,087+179.0% | $4,762+139.5% |
| Participant deferral / active EE | $11,115 | $6,416+73.2% | $5,633+97.3% | $5,983+85.8% |
| Admin fee / account holder | $36,881 | $11,867+210.8% | $9,502+288.2% | $11,248+227.9% |