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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 | $201,803 | $196,972+2.5% | $182,262+10.7% | $198,609+1.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.15% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $7,970 | $5,364+48.6% | $5,046+57.9% | $5,055+57.6% |
| Participant deferral / active EE | $30,854 | $8,643+257.0% | $8,276+272.8% | $6,977+342.2% |
| Admin fee / account holder | $3,803 | $18,429-79.4% | $16,712-77.2% | $19,030-80.0% |