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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 | $216,069 | $148,582+45.4% | $135,942+58.9% | $139,456+54.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.19% | 79.26%-51.1pp | 68.28%-40.1pp | 373.45%-345.3pp |
| Employer contribution / active EE | $11,473 | $5,245+118.8% | $4,858+136.2% | $4,753+141.4% |
| Participant deferral / active EE | $6,667 | $8,101-17.7% | $7,759-14.1% | $6,711-0.7% |
| Admin fee / account holder | $3,858 | $12,402-68.9% | $10,764-64.2% | $11,407-66.2% |