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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 | $181,062+30.1% | $158,223+48.9% | $155,188+51.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.71% | 57.39%-46.7pp | 52.09%-41.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $13,757 | $4,565+201.4% | $4,109+234.8% | $4,248+223.9% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,238 | $18,825-77.5% | $16,047-73.6% | $14,480-70.7% |