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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 | $191,148 | $202,440-5.6% | $169,390+12.8% | $139,466+37.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.35% | 532.36%-517.0pp | 406.07%-390.7pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,518 | $4,693-46.4% | $4,013-37.3% | $4,754-47.0% |
| Participant deferral / active EE | $4,207 | $6,940-39.4% | $6,222-32.4% | $6,712-37.3% |
| Admin fee / account holder | $5,438 | $10,722-49.3% | $9,015-39.7% | $11,409-52.3% |