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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 | $230,463 | $148,623+55.1% | $135,974+69.5% | $139,466+65.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.07% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.6pp |
| Employer contribution / active EE | $8,324 | $5,246+58.7% | $4,859+71.3% | $4,754+75.1% |
| Participant deferral / active EE | $17,729 | $8,103+118.8% | $7,760+128.5% | $6,712+164.1% |
| Admin fee / account holder | $4,045 | $12,406-67.4% | $10,767-62.4% | $11,409-64.5% |