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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 | $199,386 | $196,972+1.2% | $182,262+9.4% | $198,609+0.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.65% | 158.27%-149.6pp | 140.60%-132.0pp | 202.70%-194.1pp |
| Employer contribution / active EE | $1,889 | $5,364-64.8% | $5,046-62.6% | $5,055-62.6% |
| Participant deferral / active EE | $13,785 | $8,643+59.5% | $8,276+66.6% | $6,977+97.6% |
| Admin fee / account holder | $3,841 | $18,429-79.2% | $16,712-77.0% | $19,030-79.8% |