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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 | $176,292 | $181,062-2.6% | $158,223+11.4% | $155,188+13.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.88% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-136.0pp |
| Employer contribution / active EE | $9,559 | $4,565+109.4% | $4,109+132.6% | $4,248+125.0% |
| Participant deferral / active EE | $2,750 | $6,134-55.2% | $5,467-49.7% | $6,531-57.9% |
| Admin fee / account holder | $64,636 | $18,825+243.4% | $16,047+302.8% | $14,480+346.4% |