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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 | $203,727 | $183,516+11.0% | $155,534+31.0% | $145,884+39.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.69% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,029 | $5,315-61.8% | $4,675-56.6% | $4,662-56.5% |
| Participant deferral / active EE | $10,528 | $6,467+62.8% | $5,630+87.0% | $6,690+57.4% |
| Admin fee / account holder | $1,235 | $19,293-93.6% | $15,900-92.2% | $13,392-90.8% |