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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 | $192,928 | $227,399-15.2% | $189,758+1.7% | $198,609-2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.45% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.2pp |
| Employer contribution / active EE | $3,106 | $5,526-43.8% | $4,767-34.8% | $5,055-38.6% |
| Participant deferral / active EE | $13,722 | $6,837+100.7% | $5,856+134.3% | $6,977+96.7% |
| Admin fee / account holder | $1,630 | $25,162-93.5% | $20,388-92.0% | $19,030-91.4% |