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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 | $196,867 | $183,539+7.3% | $155,556+26.6% | $145,897+34.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.18% | 61.31%-49.1pp | 64.84%-52.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,699 | $5,315-68.0% | $4,675-63.7% | $4,663-63.6% |
| Participant deferral / active EE | $2,820 | $6,467-56.4% | $5,631-49.9% | $6,689-57.8% |
| Admin fee / account holder | $6,955 | $19,275-63.9% | $15,885-56.2% | $13,390-48.1% |