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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 | $203,020 | $125,190+62.2% | $105,624+92.2% | $145,897+39.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.62% | 225.22%-210.6pp | 116.20%-101.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,636 | $3,720-56.0% | $3,168-48.4% | $4,663-64.9% |
| Participant deferral / active EE | $2,364 | $5,716-58.6% | $5,013-52.8% | $6,689-64.7% |
| Admin fee / account holder | $10,967 | $17,138-36.0% | $10,9610% | $13,390-18.1% |