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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 | $172,661 | $152,619+13.1% | $125,195+37.9% | $152,909+12.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.17% | 54.85%-29.7pp | 43.79%-18.6pp | 345.46%-320.3pp |
| Employer contribution / active EE | $4,262 | $4,947-13.9% | $3,866+10.2% | $4,764-10.5% |
| Participant deferral / active EE | $5,350 | $5,869-8.8% | $4,937+8.3% | $5,851-8.6% |
| Admin fee / account holder | $3,690 | $13,437-72.5% | $9,704-62.0% | $11,601-68.2% |