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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 | $226,089 | $217,432+4.0% | $185,849+21.7% | $167,536+34.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.15% | 148.42%-133.3pp | 122.10%-106.9pp | 478.82%-463.7pp |
| Employer contribution / active EE | $3,830 | $5,875-34.8% | $5,169-25.9% | $4,839-20.8% |
| Participant deferral / active EE | $7,249 | $6,357+14.0% | $5,569+30.2% | $6,342+14.3% |
| Admin fee / account holder | $8,184 | $19,818-58.7% | $16,244-49.6% | $12,315-33.5% |