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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 | $183,386 | $157,304+16.6% | $141,197+29.9% | $152,909+19.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.36% | 64.34%-38.0pp | 71.41%-45.0pp | 345.46%-319.1pp |
| Employer contribution / active EE | $3,361 | $5,263-36.1% | $4,736-29.0% | $4,764-29.5% |
| Participant deferral / active EE | $12,308 | $7,111+73.1% | $6,710+83.4% | $5,851+110.3% |
| Admin fee / account holder | $3,555 | $12,126-70.7% | $10,265-65.4% | $11,601-69.4% |