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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 | $212,627 | $114,119+86.3% | $107,187+98.4% | $138,895+53.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.10% | 273.21%-257.1pp | 204.55%-188.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,123 | $4,059-47.7% | $3,782-43.9% | $4,194-49.4% |
| Participant deferral / active EE | $7,399 | $5,538+33.6% | $5,096+45.2% | $6,396+15.7% |
| Admin fee / account holder | $7,083 | $10,024-29.3% | $9,162-22.7% | $12,562-43.6% |