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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 | $179,160 | $157,304+13.9% | $141,197+26.9% | $152,909+17.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.06% | 64.34%-39.3pp | 71.41%-46.3pp | 345.46%-320.4pp |
| Employer contribution / active EE | $1,148 | $5,263-78.2% | $4,736-75.8% | $4,764-75.9% |
| Participant deferral / active EE | $7,980 | $7,111+12.2% | $6,710+18.9% | $5,851+36.4% |
| Admin fee / account holder | $30,762 | $12,126+153.7% | $10,265+199.7% | $11,601+165.2% |