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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 | $222,375 | $211,288+5.2% | $178,540+24.6% | $145,884+52.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.08% | 30.27%-17.2pp | 27.15%-14.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $8,178 | $4,574+78.8% | $3,953+106.9% | $4,662+75.4% |
| Participant deferral / active EE | $5,282 | $6,967-24.2% | $6,281-15.9% | $6,690-21.0% |
| Admin fee / account holder | $2,993 | $12,105-75.3% | $10,424-71.3% | $13,392-77.6% |