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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 | $208,401 | $148,623+40.2% | $135,974+53.3% | $139,466+49.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.82% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $4,883 | $5,246-6.9% | $4,859+0.5% | $4,754+2.7% |
| Participant deferral / active EE | $8,782 | $8,103+8.4% | $7,760+13.2% | $6,712+30.8% |
| Admin fee / account holder | $1,105 | $12,406-91.1% | $10,767-89.7% | $11,409-90.3% |