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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 | $211,072 | $139,948+50.8% | $121,663+73.5% | $154,746+36.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.78% | 230.52%-215.7pp | 147.54%-132.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $20,821 | $3,521+491.3% | $3,020+589.4% | $4,379+375.5% |
| Participant deferral / active EE | $6,429 | $5,629+14.2% | $4,887+31.6% | $6,730-4.5% |
| Admin fee / account holder | $800 | $17,321-95.4% | $14,289-94.4% | $14,365-94.4% |