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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 | $192,717 | $183,592+5.0% | $155,574+23.9% | $145,877+32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.97% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,112 | $5,317-79.1% | $4,676-76.2% | $4,663-76.1% |
| Participant deferral / active EE | $8,369 | $6,466+29.4% | $5,629+48.7% | $6,691+25.1% |
| Admin fee / account holder | $4,923 | $19,316-74.5% | $15,914-69.1% | $13,402-63.3% |