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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 | $227,663 | $157,296+44.7% | $141,191+61.2% | $152,897+48.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.62% | 64.34%-47.7pp | 71.41%-54.8pp | 345.43%-328.8pp |
| Employer contribution / active EE | $2,822 | $5,262-46.4% | $4,736-40.4% | $4,764-40.8% |
| Participant deferral / active EE | $7,312 | $7,111+2.8% | $6,710+9.0% | $5,851+25.0% |
| Admin fee / account holder | $3,094 | $12,125-74.5% | $10,264-69.9% | $11,599-73.3% |