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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 | $227,762 | $132,634+71.7% | $115,768+96.7% | $137,256+65.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.69% | 160.70%-144.0pp | 100.46%-83.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,030 | $3,360-9.8% | $2,940+3.1% | $4,156-27.1% |
| Participant deferral / active EE | $9,281 | $5,619+65.2% | $4,917+88.8% | $6,407+44.9% |
| Admin fee / account holder | $1,369 | $15,028-90.9% | $12,439-89.0% | $12,270-88.8% |