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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 | $166,242+6.6% | $165,071+7.3% | $145,884+21.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.38% | 100.44%-85.1pp | 70.17%-54.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $2,535 | $5,283-52.0% | $4,347-41.7% | $4,662-45.6% |
| Participant deferral / active EE | $12,240 | $6,964+75.8% | $6,035+102.8% | $6,690+83.0% |
| Admin fee / account holder | $1,315 | $16,658-92.1% | $12,695-89.6% | $13,392-90.2% |