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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 | $231,518 | $155,555+48.8% | $146,866+57.6% | $155,188+49.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.41% | 115.41%-98.0pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $15,260 | $4,647+228.4% | $4,425+244.9% | $4,248+259.2% |
| Participant deferral / active EE | $34,500 | $8,044+328.9% | $7,759+344.6% | $6,531+428.2% |
| Admin fee / account holder | $1,409 | $14,755-90.5% | $13,620-89.7% | $14,480-90.3% |