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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 | $177,772 | $196,972-9.7% | $182,262-2.5% | $198,609-10.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.82% | 158.27%-136.5pp | 140.60%-118.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $3,047 | $5,364-43.2% | $5,046-39.6% | $5,055-39.7% |
| Participant deferral / active EE | $9,462 | $8,643+9.5% | $8,276+14.3% | $6,977+35.6% |
| Admin fee / account holder | $449 | $18,429-97.6% | $16,712-97.3% | $19,030-97.6% |