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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 | $189,557 | $227,399-16.6% | $189,758-0.1% | $198,609-4.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.71% | 61.03%-48.3pp | 52.62%-39.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $2,664 | $5,526-51.8% | $4,767-44.1% | $5,055-47.3% |
| Participant deferral / active EE | $6,226 | $6,837-8.9% | $5,856+6.3% | $6,977-10.8% |
| Admin fee / account holder | $4,577 | $25,162-81.8% | $20,388-77.6% | $19,030-76.0% |