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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 | $186,695 | $227,399-17.9% | $189,758-1.6% | $198,609-6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.55% | 61.03%-51.5pp | 52.62%-43.1pp | 202.70%-193.1pp |
| Employer contribution / active EE | $2,269 | $5,526-58.9% | $4,767-52.4% | $5,055-55.1% |
| Participant deferral / active EE | $6,061 | $6,837-11.4% | $5,856+3.5% | $6,977-13.1% |
| Admin fee / account holder | $3,224 | $25,162-87.2% | $20,388-84.2% | $19,030-83.1% |