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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 | $189,496 | $114,119+66.1% | $107,187+76.8% | $138,895+36.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 22.19% | 273.21%-251.0pp | 204.55%-182.4pp | 145.39%-123.2pp |
| Employer contribution / active EE | $4,055 | $4,059-0.1% | $3,782+7.2% | $4,194-3.3% |
| Participant deferral / active EE | $7,731 | $5,538+39.6% | $5,096+51.7% | $6,396+20.9% |
| Admin fee / account holder | $2,170 | $10,024-78.4% | $9,162-76.3% | $12,562-82.7% |