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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 | $223,788 | $148,623+50.6% | $135,974+64.6% | $139,466+60.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.45% | 79.30%-63.8pp | 68.30%-52.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $19,386 | $5,246+269.5% | $4,859+299.0% | $4,754+307.8% |
| Participant deferral / active EE | $5,869 | $8,103-27.6% | $7,760-24.4% | $6,712-12.6% |
| Admin fee / account holder | $813 | $12,406-93.4% | $10,767-92.5% | $11,409-92.9% |