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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 | $234,044 | $223,823+4.6% | $211,142+10.8% | $154,746+51.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.66% | 50.39%-39.7pp | 46.84%-36.2pp | 172.34%-161.7pp |
| Employer contribution / active EE | $4,183 | $6,787-38.4% | $6,442-35.1% | $4,379-4.5% |
| Participant deferral / active EE | $4,183 | $9,750-57.1% | $9,284-54.9% | $6,730-37.9% |
| Admin fee / account holder | $893 | $19,707-95.5% | $19,076-95.3% | $14,365-93.8% |