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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 | $174,254 | $157,296+10.8% | $141,191+23.4% | $152,897+14.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.46% | 64.34%-40.9pp | 71.41%-47.9pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,132 | $5,262-78.5% | $4,736-76.1% | $4,764-76.2% |
| Participant deferral / active EE | $9,645 | $7,111+35.6% | $6,710+43.7% | $5,851+64.8% |
| Admin fee / account holder | $3,305 | $12,125-72.7% | $10,264-67.8% | $11,599-71.5% |