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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 | $187,219 | $152,619+22.7% | $125,195+49.5% | $152,909+22.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.71% | 54.85%-33.1pp | 43.79%-22.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $3,108 | $4,947-37.2% | $3,866-19.6% | $4,764-34.8% |
| Participant deferral / active EE | $8,908 | $5,869+51.8% | $4,937+80.4% | $5,851+52.2% |
| Admin fee / account holder | $12,902 | $13,437-4.0% | $9,704+32.9% | $11,601+11.2% |