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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 | $182,373 | $197,637-7.7% | $177,848+2.5% | $158,982+14.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.98% | 58.77%-29.8pp | 48.33%-19.3pp | 302.99%-274.0pp |
| Employer contribution / active EE | $6,970 | $6,698+4.1% | $5,919+17.8% | $4,763+46.3% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,150 | $15,406-79.6% | $12,431-74.7% | $11,252-72.0% |