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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 | $177,194 | $112,131+58.0% | $95,964+84.6% | $158,982+11.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.28% | 171.19%-163.9pp | 91.64%-84.4pp | 302.99%-295.7pp |
| Employer contribution / active EE | $2,971 | $3,199-7.1% | $2,541+16.9% | $4,763-37.6% |
| Participant deferral / active EE | $7,060 | $4,784+47.6% | $4,167+69.4% | $5,983+18.0% |
| Admin fee / account holder | $1,700 | $10,136-83.2% | $6,797-75.0% | $11,252-84.9% |