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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 | $188,165 | $157,304+19.6% | $141,197+33.3% | $152,909+23.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.74% | 64.34%-46.6pp | 71.41%-53.7pp | 345.46%-327.7pp |
| Employer contribution / active EE | $3,496 | $5,263-33.6% | $4,736-26.2% | $4,764-26.6% |
| Participant deferral / active EE | $9,230 | $7,111+29.8% | $6,710+37.5% | $5,851+57.7% |
| Admin fee / account holder | $1,447 | $12,126-88.1% | $10,265-85.9% | $11,601-87.5% |