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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 | $187,835 | $212,386-11.6% | $199,883-6.0% | $138,895+35.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.44% | 47.75%-31.3pp | 43.81%-27.4pp | 145.39%-129.0pp |
| Employer contribution / active EE | $6,053 | $6,625-8.6% | $6,261-3.3% | $4,194+44.3% |
| Participant deferral / active EE | $22,141 | $9,617+130.2% | $9,138+142.3% | $6,396+246.2% |
| Admin fee / account holder | $8,676 | $18,233-52.4% | $17,268-49.8% | $12,562-30.9% |