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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 | $196,377 | $183,592+7.0% | $155,574+26.2% | $145,877+34.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $10,578 | $5,317+99.0% | $4,676+126.2% | $4,663+126.9% |
| Participant deferral / active EE | $6,287 | $6,466-2.8% | $5,629+11.7% | $6,691-6.0% |
| Admin fee / account holder | $10,356 | $19,316-46.4% | $15,914-34.9% | $13,402-22.7% |