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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 | $112,233 | $183,592-38.9% | $155,574-27.9% | $145,877-23.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.20% | 61.37%-40.2pp | 64.87%-43.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $6,166 | $5,317+16.0% | $4,676+31.9% | $4,663+32.2% |
| Participant deferral / active EE | $6,017 | $6,466-6.9% | $5,629+6.9% | $6,691-10.1% |
| Admin fee / account holder | $8,401 | $19,316-56.5% | $15,914-47.2% | $13,402-37.3% |