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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 | $202,738 | $148,629+36.4% | $135,982+49.1% | $139,487+45.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.24% | 79.33%-49.1pp | 68.32%-38.1pp | 373.84%-343.6pp |
| Employer contribution / active EE | $2,400 | $5,247-54.3% | $4,859-50.6% | $4,755-49.5% |
| Participant deferral / active EE | $16,255 | $8,102+100.6% | $7,760+109.5% | $6,713+142.2% |
| Admin fee / account holder | $775 | $12,406-93.8% | $10,767-92.8% | $11,407-93.2% |