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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 | $237,826 | $148,582+60.1% | $135,942+74.9% | $139,456+70.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.31% | 79.26%-62.9pp | 68.28%-52.0pp | 373.45%-357.1pp |
| Employer contribution / active EE | $6,707 | $5,245+27.9% | $4,858+38.1% | $4,753+41.1% |
| Participant deferral / active EE | $8,072 | $8,101-0.4% | $7,759+4.0% | $6,711+20.3% |
| Admin fee / account holder | $5,957 | $12,402-52.0% | $10,764-44.7% | $11,407-47.8% |