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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 | $183,592-3.2% | $155,574+14.2% | $145,877+21.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.62% | 61.37%-49.8pp | 64.87%-53.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,983 | $5,317-62.7% | $4,676-57.6% | $4,663-57.5% |
| Participant deferral / active EE | $4,971 | $6,466-23.1% | $5,629-11.7% | $6,691-25.7% |
| Admin fee / account holder | $6,589 | $19,316-65.9% | $15,914-58.6% | $13,402-50.8% |