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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 | $230,423 | $227,597+1.2% | $189,575+21.5% | $167,536+37.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.62% | 78.44%-67.8pp | 64.19%-53.6pp | 478.82%-468.2pp |
| Employer contribution / active EE | $13,755 | $5,316+158.7% | $4,412+211.8% | $4,839+184.3% |
| Participant deferral / active EE | $10,344 | $7,002+47.7% | $6,174+67.6% | $6,342+63.1% |
| Admin fee / account holder | $8,086 | $11,877-31.9% | $9,806-17.5% | $12,315-34.3% |