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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 | $222,824 | $148,623+49.9% | $135,974+63.9% | $139,466+59.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.31% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.4pp |
| Employer contribution / active EE | $2,547 | $5,246-51.5% | $4,859-47.6% | $4,754-46.4% |
| Participant deferral / active EE | $2,931 | $8,103-63.8% | $7,760-62.2% | $6,712-56.3% |
| Admin fee / account holder | $17,048 | $12,406+37.4% | $10,767+58.3% | $11,409+49.4% |