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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 | $204,530 | $166,268+23.0% | $165,100+23.9% | $145,897+40.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.82% | 100.52%-90.7pp | 70.21%-60.4pp | 552.29%-542.5pp |
| Employer contribution / active EE | $9,081 | $5,284+71.9% | $4,348+108.8% | $4,663+94.8% |
| Participant deferral / active EE | $11,000 | $6,964+57.9% | $6,035+82.3% | $6,689+64.4% |
| Admin fee / account holder | $8,025 | $16,659-51.8% | $12,696-36.8% | $13,390-40.1% |