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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 | $244,793 | $178,174+37.4% | $156,181+56.7% | $137,256+78.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.25% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $7,842 | $4,972+57.7% | $4,294+82.6% | $4,156+88.7% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,935 | $17,404-83.1% | $14,586-79.9% | $12,270-76.1% |