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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 | $167,471 | $197,819-15.3% | $155,789+7.5% | $125,389+33.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.87% | 86.73%-83.9pp | 71.54%-68.7pp | 282.24%-279.4pp |
| Employer contribution / active EE | $3,072 | $4,850-36.7% | $3,839-20.0% | $4,866-36.9% |
| Participant deferral / active EE | $6,694 | $5,631+18.9% | $4,798+39.5% | $5,352+25.1% |
| Admin fee / account holder | $1,628 | $9,544-82.9% | $7,477-78.2% | $9,541-82.9% |