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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 | $180,222 | $208,088-13.4% | $186,193-3.2% | $154,746+16.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.40% | 89.97%-73.6pp | 78.03%-61.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,573 | $4,340-63.8% | $3,918-59.9% | $4,379-64.1% |
| Participant deferral / active EE | $9,880 | $7,078+39.6% | $6,513+51.7% | $6,730+46.8% |
| Admin fee / account holder | $1,733 | $11,698-85.2% | $11,058-84.3% | $14,365-87.9% |