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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 | $162,306 | $103,038+57.5% | $90,324+79.7% | $152,909+6.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.11% | 95.25%-73.1pp | 78.15%-56.0pp | 345.46%-323.4pp |
| Employer contribution / active EE | $2,930 | $3,141-6.7% | $2,856+2.6% | $4,764-38.5% |
| Participant deferral / active EE | $3,609 | $4,282-15.7% | $3,885-7.1% | $5,851-38.3% |
| Admin fee / account holder | $1,918 | $6,177-69.0% | $5,356-64.2% | $11,601-83.5% |