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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 | $187,554 | $197,603-5.1% | $177,827+5.5% | $158,950+18.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.77% | 58.76%-43.0pp | 48.32%-32.5pp | 302.91%-287.1pp |
| Employer contribution / active EE | $4,515 | $6,698-32.6% | $5,918-23.7% | $4,762-5.2% |
| Participant deferral / active EE | $15,125 | $8,404+80.0% | $7,713+96.1% | $5,983+152.8% |
| Admin fee / account holder | $1,060 | $15,402-93.1% | $12,429-91.5% | $11,248-90.6% |