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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 | $219,158 | $228,395-4.0% | $185,861+17.9% | $158,982+37.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.11% | 40.82%-32.7pp | 35.96%-27.9pp | 302.99%-294.9pp |
| Employer contribution / active EE | $18,708 | $4,968+276.6% | $4,088+357.6% | $4,763+292.8% |
| Participant deferral / active EE | $11,806 | $6,417+84.0% | $5,634+109.6% | $5,983+97.3% |
| Admin fee / account holder | $43,401 | $11,869+265.7% | $9,503+356.7% | $11,252+285.7% |