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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 | $183,592+7.2% | $155,574+26.5% | $145,877+35.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.18% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,699 | $5,317-68.0% | $4,676-63.7% | $4,663-63.6% |
| Participant deferral / active EE | $2,820 | $6,466-56.4% | $5,629-49.9% | $6,691-57.8% |
| Admin fee / account holder | $6,955 | $19,316-64.0% | $15,914-56.3% | $13,402-48.1% |