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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 | $187,767 | $168,635+11.3% | $147,617+27.2% | $125,389+49.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.57% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $2,187 | $6,252-65.0% | $5,564-60.7% | $4,866-55.1% |
| Participant deferral / active EE | $7,590 | $5,507+37.8% | $4,895+55.0% | $5,352+41.8% |
| Admin fee / account holder | $1,602 | $13,580-88.2% | $11,612-86.2% | $9,541-83.2% |