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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 | $241,193 | $156,616+54.0% | $133,346+80.9% | $198,609+21.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 13.02% | 44.25%-31.2pp | 36.85%-23.8pp | 202.70%-189.7pp |
| Employer contribution / active EE | $2,112 | $3,368-37.3% | $2,853-26.0% | $5,055-58.2% |
| Participant deferral / active EE | $7,824 | $4,920+59.0% | $4,332+80.6% | $6,977+12.1% |
| Admin fee / account holder | $2,091 | $17,468-88.0% | $14,264-85.3% | $19,030-89.0% |