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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 | $194,800 | $148,629+31.1% | $135,982+43.3% | $139,487+39.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.67% | 79.33%-59.7pp | 68.32%-48.7pp | 373.84%-354.2pp |
| Employer contribution / active EE | $11,561 | $5,247+120.3% | $4,859+137.9% | $4,755+143.1% |
| Participant deferral / active EE | $5,525 | $8,102-31.8% | $7,760-28.8% | $6,713-17.7% |
| Admin fee / account holder | $1,935 | $12,406-84.4% | $10,767-82.0% | $11,407-83.0% |