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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 | $212,262 | $157,304+34.9% | $141,197+50.3% | $152,909+38.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.65% | 64.34%-42.7pp | 71.41%-49.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $4,876 | $5,263-7.4% | $4,736+2.9% | $4,764+2.3% |
| Participant deferral / active EE | $11,506 | $7,111+61.8% | $6,710+71.5% | $5,851+96.6% |
| Admin fee / account holder | $6,769 | $12,126-44.2% | $10,265-34.1% | $11,601-41.7% |