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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 | $207,150 | $217,432-4.7% | $185,851+11.5% | $167,553+23.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.99% | 148.43%-128.4pp | 122.11%-102.1pp | 478.89%-458.9pp |
| Employer contribution / active EE | $3,393 | $5,874-42.2% | $5,168-34.4% | $4,840-29.9% |
| Participant deferral / active EE | $11,406 | $6,357+79.4% | $5,569+104.8% | $6,343+79.8% |
| Admin fee / account holder | $8,603 | $19,820-56.6% | $16,245-47.0% | $12,316-30.1% |