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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 | $192,299 | $157,304+22.2% | $141,197+36.2% | $152,909+25.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.76% | 64.34%-41.6pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $3,850 | $5,263-26.8% | $4,736-18.7% | $4,764-19.2% |
| Participant deferral / active EE | $9,450 | $7,111+32.9% | $6,710+40.8% | $5,851+61.5% |
| Admin fee / account holder | $543 | $12,126-95.5% | $10,265-94.7% | $11,601-95.3% |