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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 | $239,995 | $148,629+61.5% | $135,982+76.5% | $139,487+72.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.74% | 79.33%-45.6pp | 68.32%-34.6pp | 373.84%-340.1pp |
| Employer contribution / active EE | $5,095 | $5,247-2.9% | $4,859+4.9% | $4,755+7.2% |
| Participant deferral / active EE | $16,200 | $8,102+99.9% | $7,760+108.8% | $6,713+141.3% |
| Admin fee / account holder | $1,888 | $12,406-84.8% | $10,767-82.5% | $11,407-83.5% |