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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 | $203,673 | $157,304+29.5% | $141,197+44.2% | $152,909+33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.76% | 64.34%-43.6pp | 71.41%-50.6pp | 345.46%-324.7pp |
| Employer contribution / active EE | $3,566 | $5,263-32.2% | $4,736-24.7% | $4,764-25.1% |
| Participant deferral / active EE | $6,706 | $7,111-5.7% | $6,710-0.1% | $5,851+14.6% |
| Admin fee / account holder | $8,975 | $12,126-26.0% | $10,265-12.6% | $11,601-22.6% |