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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 | $202,250 | $129,737+55.9% | $119,126+69.8% | $154,746+30.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.15% | 379.08%-363.9pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,443 | $4,375-44.2% | $4,034-39.4% | $4,379-44.2% |
| Participant deferral / active EE | $3,989 | $5,842-31.7% | $5,318-25.0% | $6,730-40.7% |
| Admin fee / account holder | $1,282 | $11,961-89.3% | $10,693-88.0% | $14,365-91.1% |