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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 | $191,577 | $148,623+28.9% | $135,974+40.9% | $139,466+37.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.69% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $6,272 | $5,246+19.5% | $4,859+29.1% | $4,754+31.9% |
| Participant deferral / active EE | $2,746 | $8,103-66.1% | $7,760-64.6% | $6,712-59.1% |
| Admin fee / account holder | $1,468 | $12,406-88.2% | $10,767-86.4% | $11,409-87.1% |