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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 | $156,387 | $81,208+92.6% | $98,920+58.1% | $79,856+95.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.47% | 60.99%-48.5pp | 196.47%-184.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,731 | $1,960+39.4% | $2,689+1.6% | $2,471+10.5% |
| Participant deferral / active EE | $6,777 | $3,265+107.6% | $4,245+59.6% | $3,741+81.2% |
| Admin fee / account holder | $5,912 | $6,013-1.7% | $6,643-11.0% | $5,306+11.4% |