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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 | $175,542 | $157,296+11.6% | $141,191+24.3% | $152,897+14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.97% | 64.34%-46.4pp | 71.41%-53.4pp | 345.43%-327.5pp |
| Employer contribution / active EE | $2,916 | $5,262-44.6% | $4,736-38.4% | $4,764-38.8% |
| Participant deferral / active EE | $8,414 | $7,111+18.3% | $6,710+25.4% | $5,851+43.8% |
| Admin fee / account holder | $25,508 | $12,125+110.4% | $10,264+148.5% | $11,599+119.9% |