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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 | $177,711 | $183,539-3.2% | $155,556+14.2% | $145,897+21.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.62% | 61.31%-49.7pp | 64.84%-53.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,983 | $5,315-62.7% | $4,675-57.6% | $4,663-57.5% |
| Participant deferral / active EE | $4,971 | $6,467-23.1% | $5,631-11.7% | $6,689-25.7% |
| Admin fee / account holder | $6,589 | $19,275-65.8% | $15,885-58.5% | $13,390-50.8% |