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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 | $200,625 | $176,402+13.7% | $134,162+49.5% | $158,966+26.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 35.30% | 63.66%-28.4pp | 36.35%-1.0pp | 302.95%-267.6pp |
| Employer contribution / active EE | $5,175 | $5,042+2.6% | $3,705+39.7% | $4,762+8.7% |
| Participant deferral / active EE | $8,267 | $4,093+102.0% | $3,500+136.2% | $5,983+38.2% |
| Admin fee / account holder | $7,363 | $8,719-15.5% | $6,685+10.1% | $11,250-34.5% |