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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 | $219,235 | $183,592+19.4% | $155,574+40.9% | $145,877+50.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.32% | 61.37%-45.1pp | 64.87%-48.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $3,380 | $5,317-36.4% | $4,676-27.7% | $4,663-27.5% |
| Participant deferral / active EE | $8,125 | $6,466+25.7% | $5,629+44.3% | $6,691+21.4% |
| Admin fee / account holder | $127,561 | $19,316+560.4% | $15,914+701.6% | $13,402+851.8% |