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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 | $197,987 | $211,224-6.3% | $178,505+10.9% | $145,897+35.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.63% | 30.28%-18.7pp | 27.16%-15.5pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,486 | $4,577-45.7% | $3,955-37.1% | $4,663-46.7% |
| Participant deferral / active EE | $5,866 | $6,966-15.8% | $6,280-6.6% | $6,689-12.3% |
| Admin fee / account holder | $12,422 | $12,109+2.6% | $10,428+19.1% | $13,390-7.2% |