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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 | $172,532 | $166,089+3.9% | $164,928+4.6% | $145,978+18.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.36% | 100.26%-86.9pp | 70.08%-56.7pp | 550.52%-537.2pp |
| Employer contribution / active EE | $3,663 | $5,276-30.6% | $4,343-15.7% | $4,662-21.4% |
| Participant deferral / active EE | $13,660 | $6,961+96.2% | $6,034+126.4% | $6,690+104.2% |
| Admin fee / account holder | $6,572 | $16,641-60.5% | $12,684-48.2% | $13,400-51.0% |