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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 | $148,623+49.6% | $135,974+63.5% | $139,466+59.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.93% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $3,454 | $5,246-34.2% | $4,859-28.9% | $4,754-27.3% |
| Participant deferral / active EE | $12,447 | $8,103+53.6% | $7,760+60.4% | $6,712+85.4% |
| Admin fee / account holder | $2,067 | $12,406-83.3% | $10,767-80.8% | $11,409-81.9% |