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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 | $190,842 | $227,399-16.1% | $189,758+0.6% | $198,609-3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.79% | 61.03%-47.2pp | 52.62%-38.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $5,096 | $5,526-7.8% | $4,767+6.9% | $5,055+0.8% |
| Participant deferral / active EE | $4,126 | $6,837-39.6% | $5,856-29.5% | $6,977-40.9% |
| Admin fee / account holder | $3,903 | $25,162-84.5% | $20,388-80.9% | $19,030-79.5% |