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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 | $189,287 | $152,592+24.0% | $125,180+51.2% | $152,885+23.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.70% | 54.84%-37.1pp | 43.79%-26.1pp | 345.39%-327.7pp |
| Employer contribution / active EE | $2,195 | $4,947-55.6% | $3,866-43.2% | $4,763-53.9% |
| Participant deferral / active EE | $13,249 | $5,868+125.8% | $4,937+168.4% | $5,851+126.5% |
| Admin fee / account holder | $1,019 | $13,435-92.4% | $9,703-89.5% | $11,598-91.2% |