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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 | $197,603-3.4% | $177,827+7.4% | $158,950+20.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.37% | 58.76%-31.4pp | 48.32%-20.9pp | 302.91%-275.5pp |
| Employer contribution / active EE | $2,950 | $6,698-56.0% | $5,918-50.2% | $4,762-38.0% |
| Participant deferral / active EE | $11,748 | $8,404+39.8% | $7,713+52.3% | $5,983+96.4% |
| Admin fee / account holder | $4,027 | $15,402-73.9% | $12,429-67.6% | $11,248-64.2% |