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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 | $198,861 | $227,399-12.5% | $189,758+4.8% | $198,609+0.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.39% | 61.03%-36.6pp | 52.62%-28.2pp | 202.70%-178.3pp |
| Employer contribution / active EE | $13,405 | $5,526+142.6% | $4,767+181.2% | $5,055+165.2% |
| Participant deferral / active EE | $8,548 | $6,837+25.0% | $5,856+46.0% | $6,977+22.5% |
| Admin fee / account holder | $7,408 | $25,162-70.6% | $20,388-63.7% | $19,030-61.1% |