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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 | $233,803 | $148,623+57.3% | $135,974+71.9% | $139,466+67.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.77% | 79.30%-50.5pp | 68.30%-39.5pp | 373.66%-344.9pp |
| Employer contribution / active EE | $3,502 | $5,246-33.3% | $4,859-27.9% | $4,754-26.3% |
| Participant deferral / active EE | $8,676 | $8,103+7.1% | $7,760+11.8% | $6,712+29.3% |
| Admin fee / account holder | $1,335 | $12,406-89.2% | $10,767-87.6% | $11,409-88.3% |