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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 | $204,656 | $148,623+37.7% | $135,974+50.5% | $139,466+46.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.28% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,605 | $5,246-69.4% | $4,859-67.0% | $4,754-66.2% |
| Participant deferral / active EE | $6,888 | $8,103-15.0% | $7,760-11.2% | $6,712+2.6% |
| Admin fee / account holder | $5,790 | $12,406-53.3% | $10,767-46.2% | $11,409-49.2% |