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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 | $214,704 | $227,399-5.6% | $189,758+13.1% | $198,609+8.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.57% | 61.03%-42.5pp | 52.62%-34.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $3,272 | $5,526-40.8% | $4,767-31.4% | $5,055-35.3% |
| Participant deferral / active EE | $10,428 | $6,837+52.5% | $5,856+78.1% | $6,977+49.5% |
| Admin fee / account holder | $12,251 | $25,162-51.3% | $20,388-39.9% | $19,030-35.6% |