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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 | $215,656 | $196,972+9.5% | $182,262+18.3% | $198,609+8.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.76% | 158.27%-146.5pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,632 | $5,364-50.9% | $5,046-47.8% | $5,055-47.9% |
| Participant deferral / active EE | $10,629 | $8,643+23.0% | $8,276+28.4% | $6,977+52.3% |
| Admin fee / account holder | $10,094 | $18,429-45.2% | $16,712-39.6% | $19,030-47.0% |