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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 | $208,283 | $154,228+35.0% | $145,433+43.2% | $137,256+51.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 93.18% | 74.59%+18.6pp | 66.58%+26.6pp | 220.34%-127.2pp |
| Employer contribution / active EE | $4,425 | $4,804-7.9% | $4,554-2.8% | $4,156+6.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,798 | $14,344-87.5% | $13,129-86.3% | $12,270-85.3% |