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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 | $219,271 | $182,442+20.2% | $163,379+34.2% | $138,895+57.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 32.21% | 72.74%-40.5pp | 63.41%-31.2pp | 145.39%-113.2pp |
| Employer contribution / active EE | $1,880 | $4,159-54.8% | $3,752-49.9% | $4,194-55.2% |
| Participant deferral / active EE | $4,808 | $6,817-29.5% | $6,282-23.5% | $6,396-24.8% |
| Admin fee / account holder | $22,341 | $10,396+114.9% | $9,818+127.6% | $12,562+77.8% |