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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 | $196,361 | $157,276+24.9% | $141,177+39.1% | $152,885+28.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.83% | 64.33%-39.5pp | 71.40%-46.6pp | 345.39%-320.6pp |
| Employer contribution / active EE | $2,497 | $5,262-52.5% | $4,736-47.3% | $4,763-47.6% |
| Participant deferral / active EE | $9,052 | $7,110+27.3% | $6,710+34.9% | $5,851+54.7% |
| Admin fee / account holder | $487 | $12,123-96.0% | $10,263-95.3% | $11,598-95.8% |