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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 | $238,631 | $157,304+51.7% | $141,197+69.0% | $152,909+56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.19% | 64.34%-32.1pp | 71.41%-39.2pp | 345.46%-313.3pp |
| Employer contribution / active EE | $8,667 | $5,263+64.7% | $4,736+83.0% | $4,764+81.9% |
| Participant deferral / active EE | $11,534 | $7,111+62.2% | $6,710+71.9% | $5,851+97.1% |
| Admin fee / account holder | $1,429 | $12,126-88.2% | $10,265-86.1% | $11,601-87.7% |