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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 | $240,861 | $157,296+53.1% | $141,191+70.6% | $152,897+57.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.28% | 64.34%-42.1pp | 71.41%-49.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $3,003 | $5,262-42.9% | $4,736-36.6% | $4,764-37.0% |
| Participant deferral / active EE | $7,950 | $7,111+11.8% | $6,710+18.5% | $5,851+35.9% |
| Admin fee / account holder | $5,000 | $12,125-58.8% | $10,264-51.3% | $11,599-56.9% |