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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 | $228,383 | $148,623+53.7% | $135,974+68.0% | $139,466+63.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.65% | 79.30%-62.6pp | 68.30%-51.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $8,536 | $5,246+62.7% | $4,859+75.7% | $4,754+79.6% |
| Participant deferral / active EE | $15,973 | $8,103+97.1% | $7,760+105.8% | $6,712+138.0% |
| Admin fee / account holder | $7,396 | $12,406-40.4% | $10,767-31.3% | $11,409-35.2% |