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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 | $211,782 | $183,592+15.4% | $155,574+36.1% | $145,877+45.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.57% | 61.37%-38.8pp | 64.87%-42.3pp | 551.28%-528.7pp |
| Employer contribution / active EE | $1,465 | $5,317-72.4% | $4,676-68.7% | $4,663-68.6% |
| Participant deferral / active EE | $7,357 | $6,466+13.8% | $5,629+30.7% | $6,691+10.0% |
| Admin fee / account holder | $1,643 | $19,316-91.5% | $15,914-89.7% | $13,402-87.7% |