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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 | $188,960 | $217,392-13.1% | $185,818+1.7% | $167,497+12.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.06% | 148.37%-135.3pp | 122.06%-109.0pp | 478.62%-465.6pp |
| Employer contribution / active EE | $1,576 | $5,873-73.2% | $5,168-69.5% | $4,838-67.4% |
| Participant deferral / active EE | $3,384 | $6,357-46.8% | $5,568-39.2% | $6,341-46.6% |
| Admin fee / account holder | $1,648 | $19,813-91.7% | $16,239-89.9% | $12,310-86.6% |