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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 | $221,751 | $157,296+41.0% | $141,191+57.1% | $152,897+45.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.81% | 64.34%-41.5pp | 71.41%-48.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $10,200 | $5,262+93.8% | $4,736+115.4% | $4,764+114.1% |
| Participant deferral / active EE | $6,195 | $7,111-12.9% | $6,710-7.7% | $5,851+5.9% |
| Admin fee / account holder | $24,447 | $12,125+101.6% | $10,264+138.2% | $11,599+110.8% |