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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 | $219,850 | $148,629+47.9% | $135,982+61.7% | $139,487+57.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.33% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,488 | $5,247-52.6% | $4,859-48.8% | $4,755-47.7% |
| Participant deferral / active EE | $14,413 | $8,102+77.9% | $7,760+85.7% | $6,713+114.7% |
| Admin fee / account holder | $1,376 | $12,406-88.9% | $10,767-87.2% | $11,407-87.9% |