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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 | $166,242+8.9% | $165,071+9.7% | $145,884+24.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.10% | 100.44%-82.3pp | 70.17%-52.1pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,055 | $5,283-61.1% | $4,347-52.7% | $4,662-55.9% |
| Participant deferral / active EE | $8,218 | $6,964+18.0% | $6,035+36.2% | $6,690+22.8% |
| Admin fee / account holder | $2,820 | $16,658-83.1% | $12,695-77.8% | $13,392-78.9% |