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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 | $236,637 | $183,592+28.9% | $155,574+52.1% | $145,877+62.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 61.37%-46.2pp | 64.87%-49.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,582 | $5,317-32.6% | $4,676-23.4% | $4,663-23.2% |
| Participant deferral / active EE | $4,697 | $6,466-27.4% | $5,629-16.6% | $6,691-29.8% |
| Admin fee / account holder | $2,740 | $19,316-85.8% | $15,914-82.8% | $13,402-79.6% |