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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 | $178,415 | $183,592-2.8% | $155,574+14.7% | $145,877+22.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.61% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,891 | $5,317-64.4% | $4,676-59.6% | $4,663-59.5% |
| Participant deferral / active EE | $3,799 | $6,466-41.3% | $5,629-32.5% | $6,691-43.2% |
| Admin fee / account holder | $3,690 | $19,316-80.9% | $15,914-76.8% | $13,402-72.5% |