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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 | $225,453 | $227,399-0.9% | $189,758+18.8% | $198,609+13.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.30% | 61.03%-51.7pp | 52.62%-43.3pp | 202.70%-193.4pp |
| Employer contribution / active EE | $3,746 | $5,526-32.2% | $4,767-21.4% | $5,055-25.9% |
| Participant deferral / active EE | $5,856 | $6,837-14.4% | $5,8560% | $6,977-16.1% |
| Admin fee / account holder | $1,316 | $25,162-94.8% | $20,388-93.5% | $19,030-93.1% |