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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 | $221,681 | $148,582+49.2% | $135,942+63.1% | $139,456+59.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.60% | 79.26%-60.7pp | 68.28%-49.7pp | 373.45%-354.8pp |
| Employer contribution / active EE | $4,751 | $5,245-9.4% | $4,858-2.2% | $4,7530% |
| Participant deferral / active EE | $11,461 | $8,101+41.5% | $7,759+47.7% | $6,711+70.8% |
| Admin fee / account holder | $2,789 | $12,402-77.5% | $10,764-74.1% | $11,407-75.6% |