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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 | $239,663 | $148,623+61.3% | $135,974+76.3% | $139,466+71.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.90% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $3,840 | $5,246-26.8% | $4,859-21.0% | $4,754-19.2% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $65,506 | $12,406+428.0% | $10,767+508.4% | $11,409+474.2% |