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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 | $231,403 | $148,629+55.7% | $135,982+70.2% | $139,487+65.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.62% | 79.33%-60.7pp | 68.32%-49.7pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,467 | $5,247-72.0% | $4,859-69.8% | $4,755-69.1% |
| Participant deferral / active EE | $9,466 | $8,102+16.8% | $7,760+22.0% | $6,713+41.0% |
| Admin fee / account holder | $835 | $12,406-93.3% | $10,767-92.2% | $11,407-92.7% |