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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 | $175,746 | $129,737+35.5% | $119,126+47.5% | $154,746+13.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.31% | 379.08%-359.8pp | 282.11%-262.8pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,234 | $4,375-26.1% | $4,034-19.8% | $4,379-26.2% |
| Participant deferral / active EE | $3,660 | $5,842-37.3% | $5,318-31.2% | $6,730-45.6% |
| Admin fee / account holder | $2,163 | $11,961-81.9% | $10,693-79.8% | $14,365-84.9% |