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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 | $207,377 | $166,268+24.7% | $165,100+25.6% | $145,897+42.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.14% | 100.52%-83.4pp | 70.21%-53.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $4,548 | $5,284-13.9% | $4,348+4.6% | $4,663-2.5% |
| Participant deferral / active EE | $11,620 | $6,964+66.9% | $6,035+92.5% | $6,689+73.7% |
| Admin fee / account holder | $1,217 | $16,659-92.7% | $12,696-90.4% | $13,390-90.9% |