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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 | $220,601 | $148,623+48.4% | $135,974+62.2% | $139,466+58.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.17% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $5,938 | $5,246+13.2% | $4,859+22.2% | $4,754+24.9% |
| Participant deferral / active EE | $13,621 | $8,103+68.1% | $7,760+75.5% | $6,712+102.9% |
| Admin fee / account holder | $1,065 | $12,406-91.4% | $10,767-90.1% | $11,409-90.7% |