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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 | $190,261 | $197,625-3.7% | $177,840+7.0% | $158,966+19.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.89% | 58.76%-43.9pp | 48.32%-33.4pp | 302.95%-288.1pp |
| Employer contribution / active EE | $2,048 | $6,698-69.4% | $5,919-65.4% | $4,762-57.0% |
| Participant deferral / active EE | $8,500 | $8,405+1.1% | $7,714+10.2% | $5,983+42.1% |
| Admin fee / account holder | $2,438 | $15,405-84.2% | $12,431-80.4% | $11,250-78.3% |