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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 | $246,204 | $166,242+48.1% | $165,071+49.2% | $145,884+68.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.28% | 100.44%-88.2pp | 70.17%-57.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,467 | $5,283-53.3% | $4,347-43.3% | $4,662-47.1% |
| Participant deferral / active EE | $11,433 | $6,964+64.2% | $6,035+89.4% | $6,690+70.9% |
| Admin fee / account holder | $9,140 | $16,658-45.1% | $12,695-28.0% | $13,392-31.8% |