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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 | $192,811 | $185,883+3.7% | $170,043+13.4% | $139,466+38.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.95% | 60.54%-37.6pp | 53.40%-30.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $3,187 | $7,596-58.0% | $6,790-53.1% | $4,754-33.0% |
| Participant deferral / active EE | $16,970 | $11,626+46.0% | $10,410+63.0% | $6,712+152.8% |
| Admin fee / account holder | $8,777 | $15,393-43.0% | $12,824-31.6% | $11,409-23.1% |