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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 | $195,545 | $157,829+23.9% | $136,867+42.9% | $198,609-1.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 10.61% | 51.25%-40.6pp | 42.97%-32.4pp | 202.70%-192.1pp |
| Employer contribution / active EE | $5,683 | $3,923+44.9% | $3,547+60.2% | $5,055+12.4% |
| Participant deferral / active EE | $5,893 | $5,463+7.9% | $4,924+19.7% | $6,977-15.5% |
| Admin fee / account holder | $497 | $11,107-95.5% | $10,340-95.2% | $19,030-97.4% |