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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 | $248,393 | $103,038+141.1% | $90,324+175.0% | $152,909+62.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.30% | 95.25%-77.9pp | 78.15%-60.8pp | 345.46%-328.2pp |
| Employer contribution / active EE | $5,081 | $3,141+61.8% | $2,856+77.9% | $4,764+6.6% |
| Participant deferral / active EE | $6,820 | $4,282+59.3% | $3,885+75.5% | $5,851+16.5% |
| Admin fee / account holder | $4,490 | $6,177-27.3% | $5,356-16.2% | $11,601-61.3% |