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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 | $204,379 | $223,823-8.7% | $211,142-3.2% | $154,746+32.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.02% | 50.39%-35.4pp | 46.84%-31.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $6,739 | $6,787-0.7% | $6,442+4.6% | $4,379+53.9% |
| Participant deferral / active EE | $16,400 | $9,750+68.2% | $9,284+76.6% | $6,730+143.7% |
| Admin fee / account holder | $61,304 | $19,707+211.1% | $19,076+221.4% | $14,365+326.8% |