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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 | $235,190 | $148,582+58.3% | $135,942+73.0% | $139,456+68.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.16% | 79.26%-59.1pp | 68.28%-48.1pp | 373.45%-353.3pp |
| Employer contribution / active EE | $4,314 | $5,245-17.7% | $4,858-11.2% | $4,753-9.2% |
| Participant deferral / active EE | $6,512 | $8,101-19.6% | $7,759-16.1% | $6,711-3.0% |
| Admin fee / account holder | $2,894 | $12,402-76.7% | $10,764-73.1% | $11,407-74.6% |