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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 | $204,764 | $165,399+23.8% | $149,745+36.7% | $158,982+28.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.55% | 348.34%-326.8pp | 276.72%-255.2pp | 302.99%-281.4pp |
| Employer contribution / active EE | $4,256 | $5,105-16.6% | $4,646-8.4% | $4,763-10.6% |
| Participant deferral / active EE | $6,519 | $7,183-9.2% | $6,843-4.7% | $5,983+9.0% |
| Admin fee / account holder | $4,684 | $10,811-56.7% | $9,312-49.7% | $11,252-58.4% |