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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 | $203,964 | $94,749+115.3% | $112,899+80.7% | $139,456+46.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.09% | 40.92%-24.8pp | 34.11%-18.0pp | 373.45%-357.4pp |
| Employer contribution / active EE | $4,095 | $4,630-11.6% | $4,566-10.3% | $4,753-13.8% |
| Participant deferral / active EE | $4,680 | $6,517-28.2% | $6,516-28.2% | $6,711-30.3% |
| Admin fee / account holder | $1,830 | $8,530-78.5% | $7,047-74.0% | $11,407-84.0% |