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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 | $172,418 | $157,296+9.6% | $141,191+22.1% | $152,897+12.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.17% | 64.34%-43.2pp | 71.41%-50.2pp | 345.43%-324.3pp |
| Employer contribution / active EE | $3,950 | $5,262-24.9% | $4,736-16.6% | $4,764-17.1% |
| Participant deferral / active EE | $14,144 | $7,111+98.9% | $6,710+110.8% | $5,851+141.7% |
| Admin fee / account holder | $3,510 | $12,125-71.1% | $10,264-65.8% | $11,599-69.7% |