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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 | $182,625 | $211,239-13.5% | $178,528+2.3% | $145,877+25.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.75% | 30.22%-13.5pp | 27.11%-10.4pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,039 | $4,570-55.4% | $3,950-48.4% | $4,663-56.3% |
| Participant deferral / active EE | $5,993 | $6,963-13.9% | $6,278-4.5% | $6,691-10.4% |
| Admin fee / account holder | $732 | $12,095-94.0% | $10,419-93.0% | $13,402-94.5% |