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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 | $231,390 | $157,304+47.1% | $141,197+63.9% | $152,909+51.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.02% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,406 | $5,263-73.3% | $4,736-70.3% | $4,764-70.5% |
| Participant deferral / active EE | $8,120 | $7,111+14.2% | $6,710+21.0% | $5,851+38.8% |
| Admin fee / account holder | $7,282 | $12,126-39.9% | $10,265-29.1% | $11,601-37.2% |