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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 | $187,145 | $197,637-5.3% | $177,848+5.2% | $158,982+17.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.75% | 58.77%-46.0pp | 48.33%-35.6pp | 302.99%-290.2pp |
| Employer contribution / active EE | $2,537 | $6,698-62.1% | $5,919-57.1% | $4,763-46.7% |
| Participant deferral / active EE | $9,380 | $8,405+11.6% | $7,714+21.6% | $5,983+56.8% |
| Admin fee / account holder | $17,681 | $15,406+14.8% | $12,431+42.2% | $11,252+57.1% |