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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 | $241,923 | $157,296+53.8% | $141,191+71.3% | $152,897+58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.15% | 64.34%-41.2pp | 71.41%-48.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $12,335 | $5,262+134.4% | $4,736+160.4% | $4,764+158.9% |
| Participant deferral / active EE | $5,858 | $7,111-17.6% | $6,710-12.7% | $5,851+0.1% |
| Admin fee / account holder | $8,971 | $12,125-26.0% | $10,264-12.6% | $11,599-22.7% |