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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 | $183,516+5.0% | $155,534+23.9% | $145,884+32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.97% | 61.43%-49.5pp | 64.92%-52.9pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,112 | $5,315-79.1% | $4,675-76.2% | $4,662-76.1% |
| Participant deferral / active EE | $8,369 | $6,467+29.4% | $5,630+48.6% | $6,690+25.1% |
| Admin fee / account holder | $4,923 | $19,293-74.5% | $15,900-69.0% | $13,392-63.2% |