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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 | $215,517 | $162,136+32.9% | $152,301+41.5% | $154,746+39.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.28% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,000 | $4,890-59.1% | $4,624-56.8% | $4,379-54.3% |
| Participant deferral / active EE | $3,540 | $8,341-57.6% | $8,004-55.8% | $6,730-47.4% |
| Admin fee / account holder | $7,751 | $15,759-50.8% | $14,398-46.2% | $14,365-46.0% |