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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 | $208,977 | $148,623+40.6% | $135,974+53.7% | $139,466+49.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.52% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $3,101 | $5,246-40.9% | $4,859-36.2% | $4,754-34.8% |
| Participant deferral / active EE | $11,447 | $8,103+41.3% | $7,760+47.5% | $6,712+70.6% |
| Admin fee / account holder | $4,114 | $12,406-66.8% | $10,767-61.8% | $11,409-63.9% |