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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 | $202,330 | $227,399-11.0% | $189,758+6.6% | $198,609+1.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.21% | 61.03%-44.8pp | 52.62%-36.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $5,190 | $5,526-6.1% | $4,767+8.9% | $5,055+2.7% |
| Participant deferral / active EE | $7,448 | $6,837+8.9% | $5,856+27.2% | $6,977+6.8% |
| Admin fee / account holder | $7,762 | $25,162-69.2% | $20,388-61.9% | $19,030-59.2% |