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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 | $245,484 | $157,304+56.1% | $141,197+73.9% | $152,909+60.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.90% | 64.34%-47.4pp | 71.41%-54.5pp | 345.46%-328.6pp |
| Employer contribution / active EE | $2,353 | $5,263-55.3% | $4,736-50.3% | $4,764-50.6% |
| Participant deferral / active EE | $5,804 | $7,111-18.4% | $6,710-13.5% | $5,851-0.8% |
| Admin fee / account holder | $2,173 | $12,126-82.1% | $10,265-78.8% | $11,601-81.3% |