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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 | $211,239-6.3% | $178,528+10.9% | $145,877+35.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.63% | 30.22%-18.6pp | 27.11%-15.5pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,486 | $4,570-45.6% | $3,950-37.1% | $4,663-46.7% |
| Participant deferral / active EE | $5,866 | $6,963-15.8% | $6,278-6.6% | $6,691-12.3% |
| Admin fee / account holder | $12,422 | $12,095+2.7% | $10,419+19.2% | $13,402-7.3% |