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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 | $195,872 | $196,972-0.6% | $182,262+7.5% | $198,609-1.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.30% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,771 | $5,364-48.3% | $5,046-45.1% | $5,055-45.2% |
| Participant deferral / active EE | $11,154 | $8,643+29.1% | $8,276+34.8% | $6,977+59.9% |
| Admin fee / account holder | $7,270 | $18,429-60.5% | $16,712-56.5% | $19,030-61.8% |