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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 | $174,560 | $157,304+11.0% | $141,197+23.6% | $152,909+14.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.89% | 64.34%-40.4pp | 71.41%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $2,170 | $5,263-58.8% | $4,736-54.2% | $4,764-54.4% |
| Participant deferral / active EE | $4,752 | $7,111-33.2% | $6,710-29.2% | $5,851-18.8% |
| Admin fee / account holder | $1,504 | $12,126-87.6% | $10,265-85.4% | $11,601-87.0% |