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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 | $198,109 | $132,099+50.0% | $115,599+71.4% | $138,895+42.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.01% | 176.76%-161.7pp | 111.10%-96.1pp | 145.39%-130.4pp |
| Employer contribution / active EE | $6,048 | $3,416+77.0% | $2,955+104.6% | $4,194+44.2% |
| Participant deferral / active EE | $1,768 | $5,617-68.5% | $4,889-63.8% | $6,396-72.4% |
| Admin fee / account holder | $6,387 | $15,650-59.2% | $12,841-50.3% | $12,562-49.2% |