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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 | $249,393 | $154,365+61.6% | $130,231+91.5% | $139,466+78.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 31.39% | 30.53%+0.9pp | 38.86%-7.5pp | 373.66%-342.3pp |
| Employer contribution / active EE | $3,079 | $5,170-40.4% | $4,126-25.4% | $4,754-35.2% |
| Participant deferral / active EE | $18,862 | $8,498+121.9% | $6,799+177.4% | $6,712+181.0% |
| Admin fee / account holder | $9,338 | $9,214+1.3% | $6,020+55.1% | $11,409-18.2% |