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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 | $215,536 | $166,089+29.8% | $164,928+30.7% | $145,978+47.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.93% | 100.26%-86.3pp | 70.08%-56.1pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,533 | $5,276-70.9% | $4,343-64.7% | $4,662-67.1% |
| Participant deferral / active EE | $3,098 | $6,961-55.5% | $6,034-48.7% | $6,690-53.7% |
| Admin fee / account holder | $11,280 | $16,641-32.2% | $12,684-11.1% | $13,400-15.8% |