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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 | $176,591 | $148,629+18.8% | $135,982+29.9% | $139,487+26.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.20% | 79.33%-52.1pp | 68.32%-41.1pp | 373.84%-346.6pp |
| Employer contribution / active EE | $4,399 | $5,247-16.2% | $4,859-9.5% | $4,755-7.5% |
| Participant deferral / active EE | $13,700 | $8,102+69.1% | $7,760+76.5% | $6,713+104.1% |
| Admin fee / account holder | $1,988 | $12,406-84.0% | $10,767-81.5% | $11,407-82.6% |