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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 | $215,875 | $148,582+45.3% | $135,942+58.8% | $139,456+54.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.98% | 79.26%-65.3pp | 68.28%-54.3pp | 373.45%-359.5pp |
| Employer contribution / active EE | $1,583 | $5,245-69.8% | $4,858-67.4% | $4,753-66.7% |
| Participant deferral / active EE | $4,645 | $8,101-42.7% | $7,759-40.1% | $6,711-30.8% |
| Admin fee / account holder | $13,823 | $12,402+11.5% | $10,764+28.4% | $11,407+21.2% |