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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 | $195,455 | $183,627+6.4% | $155,602+25.6% | $145,978+33.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 61.32%-48.0pp | 64.81%-51.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $3,072 | $5,316-42.2% | $4,675-34.3% | $4,662-34.1% |
| Participant deferral / active EE | $4,593 | $6,466-29.0% | $5,629-18.4% | $6,690-31.3% |
| Admin fee / account holder | $1,570 | $19,327-91.9% | $15,923-90.1% | $13,400-88.3% |