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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 | $236,117 | $227,399+3.8% | $189,758+24.4% | $198,609+18.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.71% | 61.03%-46.3pp | 52.62%-37.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,732 | $5,526-68.7% | $4,767-63.7% | $5,055-65.7% |
| Participant deferral / active EE | $6,095 | $6,837-10.8% | $5,856+4.1% | $6,977-12.6% |
| Admin fee / account holder | $1,250 | $25,162-95.0% | $20,388-93.9% | $19,030-93.4% |