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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 | $218,501 | $183,539+19.0% | $155,556+40.5% | $145,897+49.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.02% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $4,364 | $5,315-17.9% | $4,675-6.7% | $4,663-6.4% |
| Participant deferral / active EE | $7,943 | $6,467+22.8% | $5,631+41.1% | $6,689+18.7% |
| Admin fee / account holder | $1,321 | $19,275-93.1% | $15,885-91.7% | $13,390-90.1% |