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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 | $249,724 | $148,623+68.0% | $135,974+83.7% | $139,466+79.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.90% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,223 | $5,246-57.6% | $4,859-54.2% | $4,754-53.2% |
| Participant deferral / active EE | $7,717 | $8,103-4.8% | $7,760-0.6% | $6,712+15.0% |
| Admin fee / account holder | $617 | $12,406-95.0% | $10,767-94.3% | $11,409-94.6% |