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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 | $220,211 | $132,099+66.7% | $115,599+90.5% | $138,895+58.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.76% | 176.76%-160.0pp | 111.10%-94.3pp | 145.39%-128.6pp |
| Employer contribution / active EE | $6,702 | $3,416+96.2% | $2,955+126.8% | $4,194+59.8% |
| Participant deferral / active EE | $6,954 | $5,617+23.8% | $4,889+42.2% | $6,396+8.7% |
| Admin fee / account holder | $3,462 | $15,650-77.9% | $12,841-73.0% | $12,562-72.4% |