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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 | $218,580 | $225,673-3.1% | $203,872+7.2% | $155,188+40.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.85% | 95.91%-79.1pp | 85.11%-68.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $11,864 | $4,099+189.5% | $3,757+215.7% | $4,248+179.3% |
| Participant deferral / active EE | $36,500 | $6,893+429.5% | $6,388+471.4% | $6,531+458.9% |
| Admin fee / account holder | $1,451 | $12,327-88.2% | $11,730-87.6% | $14,480-90.0% |