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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 | $191,809 | $166,242+15.4% | $165,071+16.2% | $145,884+31.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.77% | 100.44%-76.7pp | 70.17%-46.4pp | 551.85%-528.1pp |
| Employer contribution / active EE | $2,592 | $5,283-50.9% | $4,347-40.4% | $4,662-44.4% |
| Participant deferral / active EE | $10,960 | $6,964+57.4% | $6,035+81.6% | $6,690+63.8% |
| Admin fee / account holder | $2,170 | $16,658-87.0% | $12,695-82.9% | $13,392-83.8% |