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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 | $191,232 | $167,362+14.3% | $143,799+33.0% | $134,532+42.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 54.02% | 0.47%+53.5pp | -0.04%+54.1pp | 418.27%-364.2pp |
| Employer contribution / active EE | $2,018 | $5,620-64.1% | $4,952-59.3% | $4,741-57.4% |
| Participant deferral / active EE | $8,318 | $6,447+29.0% | $5,638+47.5% | $6,401+29.9% |
| Admin fee / account holder | $800 | $18,094-95.6% | $14,677-94.6% | $11,429-93.0% |