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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 | $235,608 | $227,399+3.6% | $189,758+24.2% | $198,609+18.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.71% | 61.03%-50.3pp | 52.62%-41.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $13,757 | $5,526+149.0% | $4,767+188.6% | $5,055+172.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,238 | $25,162-83.2% | $20,388-79.2% | $19,030-77.7% |