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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 | $190,930 | $197,637-3.4% | $177,848+7.4% | $158,982+20.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.37% | 58.77%-31.4pp | 48.33%-21.0pp | 302.99%-275.6pp |
| Employer contribution / active EE | $2,950 | $6,698-56.0% | $5,919-50.2% | $4,763-38.1% |
| Participant deferral / active EE | $11,748 | $8,405+39.8% | $7,714+52.3% | $5,983+96.3% |
| Admin fee / account holder | $4,027 | $15,406-73.9% | $12,431-67.6% | $11,252-64.2% |