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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 | $166,596 | $166,089+0.3% | $164,928+1.0% | $145,978+14.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.10% | 100.26%-86.2pp | 70.08%-56.0pp | 550.52%-536.4pp |
| Employer contribution / active EE | $3,738 | $5,276-29.1% | $4,343-13.9% | $4,662-19.8% |
| Participant deferral / active EE | $7,551 | $6,961+8.5% | $6,034+25.2% | $6,690+12.9% |
| Admin fee / account holder | $240,000 | $16,641+1342.3% | $12,684+1792.1% | $13,400+1691.0% |