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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 | $222,319 | $148,582+49.6% | $135,942+63.5% | $139,456+59.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.93% | 79.26%-58.3pp | 68.28%-47.3pp | 373.45%-352.5pp |
| Employer contribution / active EE | $3,454 | $5,245-34.1% | $4,858-28.9% | $4,753-27.3% |
| Participant deferral / active EE | $12,447 | $8,101+53.6% | $7,759+60.4% | $6,711+85.5% |
| Admin fee / account holder | $2,067 | $12,402-83.3% | $10,764-80.8% | $11,407-81.9% |