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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 | $195,044 | $148,629+31.2% | $135,982+43.4% | $139,487+39.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.16% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.7pp |
| Employer contribution / active EE | $2,668 | $5,247-49.2% | $4,859-45.1% | $4,755-43.9% |
| Participant deferral / active EE | $10,799 | $8,102+33.3% | $7,760+39.2% | $6,713+60.9% |
| Admin fee / account holder | $10,780 | $12,406-13.1% | $10,767+0.1% | $11,407-5.5% |