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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 | $209,046 | $148,629+40.6% | $135,982+53.7% | $139,487+49.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.03% | 79.33%-66.3pp | 68.32%-55.3pp | 373.84%-360.8pp |
| Employer contribution / active EE | $3,105 | $5,247-40.8% | $4,859-36.1% | $4,755-34.7% |
| Participant deferral / active EE | $8,515 | $8,102+5.1% | $7,760+9.7% | $6,713+26.8% |
| Admin fee / account holder | $5,527 | $12,406-55.4% | $10,767-48.7% | $11,407-51.5% |