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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 | $233,205 | $196,972+18.4% | $182,262+28.0% | $198,609+17.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.35% | 158.27%-149.9pp | 140.60%-132.2pp | 202.70%-194.3pp |
| Employer contribution / active EE | $2,556 | $5,364-52.3% | $5,046-49.3% | $5,055-49.4% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,374 | $18,429-65.4% | $16,712-61.9% | $19,030-66.5% |