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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 | $213,130 | $148,623+43.4% | $135,974+56.7% | $139,466+52.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.60% | 79.30%-58.7pp | 68.30%-47.7pp | 373.66%-353.1pp |
| Employer contribution / active EE | $5,200 | $5,246-0.9% | $4,859+7.0% | $4,754+9.4% |
| Participant deferral / active EE | $3,686 | $8,103-54.5% | $7,760-52.5% | $6,712-45.1% |
| Admin fee / account holder | $397 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |