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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 | $163,388 | $183,516-11.0% | $155,534+5.0% | $145,884+12.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 61.43%-48.3pp | 64.92%-51.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,614 | $5,315-50.8% | $4,675-44.1% | $4,662-43.9% |
| Participant deferral / active EE | $8,147 | $6,467+26.0% | $5,630+44.7% | $6,690+21.8% |
| Admin fee / account holder | $20,136 | $19,293+4.4% | $15,900+26.6% | $13,392+50.4% |