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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 | $215,652 | $227,566-5.2% | $189,558+13.8% | $167,518+28.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 8.95% | 78.43%-69.5pp | 64.19%-55.2pp | 478.71%-469.8pp |
| Employer contribution / active EE | $2,960 | $5,316-44.3% | $4,412-32.9% | $4,838-38.8% |
| Participant deferral / active EE | $3,678 | $7,002-47.5% | $6,174-40.4% | $6,342-42.0% |
| Admin fee / account holder | $4,820 | $11,881-59.4% | $9,809-50.9% | $12,312-60.9% |