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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 | $182,344 | $134,817+35.3% | $123,973+47.1% | $155,188+17.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.13% | 515.49%-506.4pp | 388.13%-379.0pp | 148.84%-139.7pp |
| Employer contribution / active EE | $2,003 | $4,425-54.7% | $4,126-51.5% | $4,248-52.8% |
| Participant deferral / active EE | $3,591 | $5,706-37.1% | $5,247-31.6% | $6,531-45.0% |
| Admin fee / account holder | $2,688 | $13,245-79.7% | $11,799-77.2% | $14,480-81.4% |