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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 | $177,886 | $166,020+7.1% | $164,866+7.9% | $145,959+21.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.21% | 100.08%-88.9pp | 69.97%-58.8pp | 561.95%-550.7pp |
| Employer contribution / active EE | $13,057 | $5,275+147.5% | $4,343+200.7% | $4,661+180.1% |
| Participant deferral / active EE | $8,389 | $6,961+20.5% | $6,033+39.1% | $6,689+25.4% |
| Admin fee / account holder | $2,320 | $16,644-86.1% | $12,689-81.7% | $13,398-82.7% |