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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 | $194,301 | $183,592+5.8% | $155,574+24.9% | $145,877+33.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,702 | $5,317-30.4% | $4,676-20.8% | $4,663-20.6% |
| Participant deferral / active EE | $5,137 | $6,466-20.5% | $5,629-8.7% | $6,691-23.2% |
| Admin fee / account holder | $400 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |