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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 | $218,041 | $157,296+38.6% | $141,191+54.4% | $152,897+42.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.49% | 64.34%-24.8pp | 71.41%-31.9pp | 345.43%-305.9pp |
| Employer contribution / active EE | $5,185 | $5,262-1.5% | $4,736+9.5% | $4,764+8.8% |
| Participant deferral / active EE | $7,038 | $7,111-1.0% | $6,710+4.9% | $5,851+20.3% |
| Admin fee / account holder | $24,031 | $12,125+98.2% | $10,264+134.1% | $11,599+107.2% |