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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 | $159,660 | $147,556+8.2% | $129,031+23.7% | $198,609-19.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 20.45% | 37.41%-17.0pp | 34.67%-14.2pp | 202.70%-182.2pp |
| Employer contribution / active EE | $2,814 | $3,645-22.8% | $3,226-12.8% | $5,055-44.3% |
| Participant deferral / active EE | $12,332 | $5,760+114.1% | $5,217+136.4% | $6,977+76.8% |
| Admin fee / account holder | $32,015 | $15,467+107.0% | $13,208+142.4% | $19,030+68.2% |