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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 | $235,032 | $227,399+3.4% | $189,758+23.9% | $198,609+18.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.85% | 61.03%-52.2pp | 52.62%-43.8pp | 202.70%-193.8pp |
| Employer contribution / active EE | $2,667 | $5,526-51.7% | $4,767-44.1% | $5,055-47.2% |
| Participant deferral / active EE | $6,111 | $6,837-10.6% | $5,856+4.4% | $6,977-12.4% |
| Admin fee / account holder | $2,484 | $25,162-90.1% | $20,388-87.8% | $19,030-86.9% |