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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 | $213,466 | $183,516+16.3% | $155,534+37.2% | $145,884+46.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.51% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $3,013 | $5,315-43.3% | $4,675-35.5% | $4,662-35.4% |
| Participant deferral / active EE | $7,968 | $6,467+23.2% | $5,630+41.5% | $6,690+19.1% |
| Admin fee / account holder | $10,944 | $19,293-43.3% | $15,900-31.2% | $13,392-18.3% |