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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 | $197,375 | $157,296+25.5% | $141,191+39.8% | $152,897+29.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.55% | 64.34%-47.8pp | 71.41%-54.9pp | 345.43%-328.9pp |
| Employer contribution / active EE | $11,611 | $5,262+120.7% | $4,736+145.2% | $4,764+143.8% |
| Participant deferral / active EE | $6,849 | $7,111-3.7% | $6,710+2.1% | $5,851+17.1% |
| Admin fee / account holder | $2,375 | $12,125-80.4% | $10,264-76.9% | $11,599-79.5% |