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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 | $155,555+52.2% | $146,866+61.2% | $155,188+52.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.63% | 115.41%-100.8pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,347 | $4,647-28.0% | $4,425-24.4% | $4,248-21.2% |
| Participant deferral / active EE | $5,246 | $8,044-34.8% | $7,759-32.4% | $6,531-19.7% |
| Admin fee / account holder | $2,088 | $14,755-85.8% | $13,620-84.7% | $14,480-85.6% |