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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 | $232,682 | $148,623+56.6% | $135,974+71.1% | $139,466+66.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.40% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.3pp |
| Employer contribution / active EE | $3,644 | $5,246-30.5% | $4,859-25.0% | $4,754-23.3% |
| Participant deferral / active EE | $8,878 | $8,103+9.6% | $7,760+14.4% | $6,712+32.3% |
| Admin fee / account holder | $4,752 | $12,406-61.7% | $10,767-55.9% | $11,409-58.3% |