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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 | $190,786 | $225,673-15.5% | $203,872-6.4% | $155,188+22.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 18.43% | 95.91%-77.5pp | 85.11%-66.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $6,161 | $4,099+50.3% | $3,757+64.0% | $4,248+45.1% |
| Participant deferral / active EE | $13,608 | $6,893+97.4% | $6,388+113.0% | $6,531+108.4% |
| Admin fee / account holder | $12,825 | $12,327+4.0% | $11,730+9.3% | $14,480-11.4% |