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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 | $200,501 | $167,030+20.0% | $135,768+47.7% | $155,188+29.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 71.1%+12.3pp | 80.8%+2.5pp |
| Annual return | 18.90% | 678.39%-659.5pp | 526.10%-507.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $567 | $4,132-86.3% | $3,394-83.3% | $4,248-86.7% |
| Participant deferral / active EE | $567 | $4,528-87.5% | $3,977-85.8% | $6,531-91.3% |
| Admin fee / account holder | $6,185 | $8,172-24.3% | $7,048-12.2% | $14,480-57.3% |