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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 | $185,648 | $228,395-18.7% | $185,861-0.1% | $158,982+16.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.48% | 40.82%-30.3pp | 35.96%-25.5pp | 302.99%-292.5pp |
| Employer contribution / active EE | $2,751 | $4,968-44.6% | $4,088-32.7% | $4,763-42.2% |
| Participant deferral / active EE | $10,627 | $6,417+65.6% | $5,634+88.6% | $5,983+77.6% |
| Admin fee / account holder | $73,552 | $11,869+519.7% | $9,503+674.0% | $11,252+553.7% |