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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 | $236,769 | $156,398+51.4% | $147,318+60.7% | $138,895+70.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.63% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,347 | $4,853-31.0% | $4,593-27.1% | $4,194-20.2% |
| Participant deferral / active EE | $5,246 | $8,237-36.3% | $7,906-33.6% | $6,396-18.0% |
| Admin fee / account holder | $2,088 | $14,976-86.1% | $13,708-84.8% | $12,562-83.4% |