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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 | $181,105 | $166,268+8.9% | $165,100+9.7% | $145,897+24.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.10% | 100.52%-82.4pp | 70.21%-52.1pp | 552.29%-534.2pp |
| Employer contribution / active EE | $2,055 | $5,284-61.1% | $4,348-52.7% | $4,663-55.9% |
| Participant deferral / active EE | $8,218 | $6,964+18.0% | $6,035+36.2% | $6,689+22.9% |
| Admin fee / account holder | $2,820 | $16,659-83.1% | $12,696-77.8% | $13,390-78.9% |