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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 | $184,397 | $227,291-18.9% | $214,702-14.1% | $155,188+18.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.29% | 60.08%-41.8pp | 54.55%-36.3pp | 148.84%-130.6pp |
| Employer contribution / active EE | $5,851 | $6,772-13.6% | $6,461-9.4% | $4,248+37.7% |
| Participant deferral / active EE | $6,801 | $9,582-29.0% | $9,147-25.6% | $6,531+4.1% |
| Admin fee / account holder | $1,218 | $20,413-94.0% | $19,830-93.9% | $14,480-91.6% |