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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 | $186,802 | $183,592+1.7% | $155,574+20.1% | $145,877+28.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.60% | 61.37%-43.8pp | 64.87%-47.3pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,739 | $5,317-48.5% | $4,676-41.4% | $4,663-41.3% |
| Participant deferral / active EE | $10,712 | $6,466+65.7% | $5,629+90.3% | $6,691+60.1% |
| Admin fee / account holder | $1,614 | $19,316-91.6% | $15,914-89.9% | $13,402-88.0% |