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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 | $188,212 | $175,231+7.4% | $149,696+25.7% | $139,466+35.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.37% | 166.77%-151.4pp | 134.46%-119.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $1,939 | $5,478-64.6% | $4,821-59.8% | $4,754-59.2% |
| Participant deferral / active EE | $6,500 | $6,521-0.3% | $5,682+14.4% | $6,712-3.2% |
| Admin fee / account holder | $10,721 | $16,155-33.6% | $13,212-18.9% | $11,409-6.0% |