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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 | $197,704 | $157,304+25.7% | $141,197+40.0% | $152,909+29.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.51% | 64.34%-43.8pp | 71.41%-50.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $3,331 | $5,263-36.7% | $4,736-29.7% | $4,764-30.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,521 | $12,126-62.7% | $10,265-56.0% | $11,601-61.0% |