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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 | $241,764 | $157,296+53.7% | $141,191+71.2% | $152,897+58.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.55% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $3,632 | $5,262-31.0% | $4,736-23.3% | $4,764-23.8% |
| Participant deferral / active EE | $7,403 | $7,111+4.1% | $6,710+10.3% | $5,851+26.5% |
| Admin fee / account holder | $20,641 | $12,125+70.2% | $10,264+101.1% | $11,599+78.0% |