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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 | $192,605 | $227,399-15.3% | $189,758+1.5% | $198,609-3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.04% | 61.03%-42.0pp | 52.62%-33.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $6,697 | $5,526+21.2% | $4,767+40.5% | $5,055+32.5% |
| Participant deferral / active EE | $3,634 | $6,837-46.8% | $5,856-37.9% | $6,977-47.9% |
| Admin fee / account holder | $18,616 | $25,162-26.0% | $20,388-8.7% | $19,030-2.2% |