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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 | $181,003 | $157,304+15.1% | $141,197+28.2% | $152,909+18.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.23% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $3,790 | $5,263-28.0% | $4,736-20.0% | $4,764-20.4% |
| Participant deferral / active EE | $7,080 | $7,111-0.4% | $6,710+5.5% | $5,851+21.0% |
| Admin fee / account holder | $7,688 | $12,126-36.6% | $10,265-25.1% | $11,601-33.7% |