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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 | $191,390 | $183,592+4.2% | $155,574+23.0% | $145,877+31.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.65% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,556 | $5,317-51.9% | $4,676-45.3% | $4,663-45.2% |
| Participant deferral / active EE | $6,118 | $6,466-5.4% | $5,629+8.7% | $6,691-8.6% |
| Admin fee / account holder | $19,744 | $19,316+2.2% | $15,914+24.1% | $13,402+47.3% |