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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 | $235,210 | $148,623+58.3% | $135,974+73.0% | $139,466+68.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.87% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.8pp |
| Employer contribution / active EE | $1,950 | $5,246-62.8% | $4,859-59.9% | $4,754-59.0% |
| Participant deferral / active EE | $17,600 | $8,103+117.2% | $7,760+126.8% | $6,712+162.2% |
| Admin fee / account holder | $1,098 | $12,406-91.2% | $10,767-89.8% | $11,409-90.4% |