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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 | $190,304 | $197,637-3.7% | $177,848+7.0% | $158,982+19.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.40% | 58.77%-49.4pp | 48.33%-38.9pp | 302.99%-293.6pp |
| Employer contribution / active EE | $3,515 | $6,698-47.5% | $5,919-40.6% | $4,763-26.2% |
| Participant deferral / active EE | $14,792 | $8,405+76.0% | $7,714+91.8% | $5,983+147.2% |
| Admin fee / account holder | $635 | $15,406-95.9% | $12,431-94.9% | $11,252-94.4% |