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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 | $206,799 | $165,399+25.0% | $149,745+38.1% | $158,982+30.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.13% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,271 | $5,105-75.1% | $4,646-72.6% | $4,763-73.3% |
| Participant deferral / active EE | $4,297 | $7,183-40.2% | $6,843-37.2% | $5,983-28.2% |
| Admin fee / account holder | $29,544 | $10,811+173.3% | $9,312+217.3% | $11,252+162.6% |