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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 | $203,747 | $157,270+29.6% | $141,173+44.3% | $152,870+33.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.94% | 64.33%-45.4pp | 71.40%-52.5pp | 345.34%-326.4pp |
| Employer contribution / active EE | $2,996 | $5,261-43.1% | $4,735-36.7% | $4,763-37.1% |
| Participant deferral / active EE | $5,191 | $7,110-27.0% | $6,710-22.6% | $5,850-11.3% |
| Admin fee / account holder | $77,998 | $12,121+543.5% | $10,262+660.1% | $11,597+572.6% |