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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 | $221,652 | $157,304+40.9% | $141,197+57.0% | $152,909+45.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.47% | 64.34%-42.9pp | 71.41%-49.9pp | 345.46%-324.0pp |
| Employer contribution / active EE | $3,801 | $5,263-27.8% | $4,736-19.8% | $4,764-20.2% |
| Participant deferral / active EE | $10,332 | $7,111+45.3% | $6,710+54.0% | $5,851+76.6% |
| Admin fee / account holder | $4,440 | $12,126-63.4% | $10,265-56.7% | $11,601-61.7% |