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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 | $198,182 | $157,304+26.0% | $141,197+40.4% | $152,909+29.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.36% | 64.34%-42.0pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $3,813 | $5,263-27.5% | $4,736-19.5% | $4,764-20.0% |
| Participant deferral / active EE | $12,230 | $7,111+72.0% | $6,710+82.3% | $5,851+109.0% |
| Admin fee / account holder | $98,086 | $12,126+708.9% | $10,265+855.6% | $11,601+745.5% |