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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 | $182,494 | $183,592-0.6% | $155,574+17.3% | $145,877+25.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $3,217 | $5,317-39.5% | $4,676-31.2% | $4,663-31.0% |
| Participant deferral / active EE | $11,115 | $6,466+71.9% | $5,629+97.4% | $6,691+66.1% |
| Admin fee / account holder | $2,499 | $19,316-87.1% | $15,914-84.3% | $13,402-81.4% |