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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 | $183,283 | $148,629+23.3% | $135,982+34.8% | $139,487+31.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.40% | 79.33%-59.9pp | 68.32%-48.9pp | 373.84%-354.4pp |
| Employer contribution / active EE | $1,561 | $5,247-70.2% | $4,859-67.9% | $4,755-67.2% |
| Participant deferral / active EE | $3,735 | $8,102-53.9% | $7,760-51.9% | $6,713-44.4% |
| Admin fee / account holder | $8,000 | $12,406-35.5% | $10,767-25.7% | $11,407-29.9% |