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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 | $177,162 | $166,089+6.7% | $164,928+7.4% | $145,978+21.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.38% | 100.26%-84.9pp | 70.08%-54.7pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,535 | $5,276-52.0% | $4,343-41.6% | $4,662-45.6% |
| Participant deferral / active EE | $12,240 | $6,961+75.8% | $6,034+102.9% | $6,690+83.0% |
| Admin fee / account holder | $1,315 | $16,641-92.1% | $12,684-89.6% | $13,400-90.2% |