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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 | $213,118 | $217,432-2.0% | $185,849+14.7% | $167,536+27.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.36% | 148.42%-136.1pp | 122.10%-109.7pp | 478.82%-466.5pp |
| Employer contribution / active EE | $8,158 | $5,875+38.9% | $5,169+57.8% | $4,839+68.6% |
| Participant deferral / active EE | $3,131 | $6,357-50.7% | $5,569-43.8% | $6,342-50.6% |
| Admin fee / account holder | $6,483 | $19,818-67.3% | $16,244-60.1% | $12,315-47.4% |