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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 | $183,589 | $197,637-7.1% | $177,848+3.2% | $158,982+15.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.92% | 58.77%-38.8pp | 48.33%-28.4pp | 302.99%-283.1pp |
| Employer contribution / active EE | $4,131 | $6,698-38.3% | $5,919-30.2% | $4,763-13.3% |
| Participant deferral / active EE | $11,359 | $8,405+35.1% | $7,714+47.3% | $5,983+89.8% |
| Admin fee / account holder | $771 | $15,406-95.0% | $12,431-93.8% | $11,252-93.1% |