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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 | $204,124 | $157,296+29.8% | $141,191+44.6% | $152,897+33.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.17% | 64.34%-47.2pp | 71.41%-54.2pp | 345.43%-328.3pp |
| Employer contribution / active EE | $2,461 | $5,262-53.2% | $4,736-48.0% | $4,764-48.3% |
| Participant deferral / active EE | $8,588 | $7,111+20.8% | $6,710+28.0% | $5,851+46.8% |
| Admin fee / account holder | $2,650 | $12,125-78.1% | $10,264-74.2% | $11,599-77.2% |