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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 | $180,709 | $157,296+14.9% | $141,191+28.0% | $152,897+18.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.95% | 64.34%-44.4pp | 71.41%-51.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $3,696 | $5,262-29.8% | $4,736-22.0% | $4,764-22.4% |
| Participant deferral / active EE | $12,866 | $7,111+80.9% | $6,710+91.7% | $5,851+119.9% |
| Admin fee / account holder | $2,110 | $12,125-82.6% | $10,264-79.4% | $11,599-81.8% |