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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 | $197,408 | $110,083+79.3% | $151,639+30.2% | $68,486+188.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 87.63% | -10.12%+97.7pp | 3.34%+84.3pp | -7.85%+95.5pp |
| Employer contribution / active EE | $4,784 | $4,470+7.0% | $6,165-22.4% | $2,597+84.2% |
| Participant deferral / active EE | $8,895 | $6,526+36.3% | $8,363+6.4% | $4,028+120.8% |
| Admin fee / account holder | $1,351 | $7,718-82.5% | $11,613-88.4% | $5,404-75.0% |