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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 | $203,884 | $210,698-3.2% | $178,014+14.5% | $145,959+39.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.65% | 386.27%-373.6pp | 294.80%-282.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,805 | $4,567-38.6% | $3,950-29.0% | $4,661-39.8% |
| Participant deferral / active EE | $3,121 | $6,958-55.2% | $6,276-50.3% | $6,689-53.3% |
| Admin fee / account holder | $6,885 | $12,016-42.7% | $10,362-33.6% | $13,398-48.6% |