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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 | $177,915 | $166,242+7.0% | $165,071+7.8% | $145,884+22.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.16% | 100.44%-89.3pp | 70.17%-59.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $4,266 | $5,283-19.3% | $4,347-1.9% | $4,662-8.5% |
| Participant deferral / active EE | $9,452 | $6,964+35.7% | $6,035+56.6% | $6,690+41.3% |
| Admin fee / account holder | $10,350 | $16,658-37.9% | $12,695-18.5% | $13,392-22.7% |