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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 | $231,087 | $148,623+55.5% | $135,974+69.9% | $139,466+65.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.83% | 79.30%-59.5pp | 68.30%-48.5pp | 373.66%-353.8pp |
| Employer contribution / active EE | $6,644 | $5,246+26.6% | $4,859+36.7% | $4,754+39.7% |
| Participant deferral / active EE | $13,195 | $8,103+62.8% | $7,760+70.0% | $6,712+96.6% |
| Admin fee / account holder | $5,827 | $12,406-53.0% | $10,767-45.9% | $11,409-48.9% |