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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 | $195,875 | $166,020+18.0% | $164,866+18.8% | $145,959+34.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.04% | 100.08%-79.0pp | 69.97%-48.9pp | 561.95%-540.9pp |
| Employer contribution / active EE | $5,610 | $5,275+6.4% | $4,343+29.2% | $4,661+20.4% |
| Participant deferral / active EE | $13,500 | $6,961+93.9% | $6,033+123.8% | $6,689+101.8% |
| Admin fee / account holder | $1,782 | $16,644-89.3% | $12,689-86.0% | $13,398-86.7% |