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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 | $249,446 | $154,209+61.8% | $130,062+91.8% | $139,487+78.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.48% | 32.52%-16.0pp | -137.37%+153.8pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,121 | $5,292-41.0% | $4,322-27.8% | $4,755-34.4% |
| Participant deferral / active EE | $8,659 | $6,709+29.1% | $5,821+48.8% | $6,713+29.0% |
| Admin fee / account holder | $4,975 | $13,988-64.4% | $10,601-53.1% | $11,407-56.4% |