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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 | $213,537 | $183,592+16.3% | $155,574+37.3% | $145,877+46.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.51% | 61.37%-42.9pp | 64.87%-46.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $4,182 | $5,317-21.3% | $4,676-10.6% | $4,663-10.3% |
| Participant deferral / active EE | $4,074 | $6,466-37.0% | $5,629-27.6% | $6,691-39.1% |
| Admin fee / account holder | $32,937 | $19,316+70.5% | $15,914+107.0% | $13,402+145.8% |