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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 | $210,329 | $183,592+14.6% | $155,567+35.2% | $145,959+44.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.86% | 61.24%-34.4pp | 64.74%-37.9pp | 561.95%-535.1pp |
| Employer contribution / active EE | $4,399 | $5,315-17.2% | $4,674-5.9% | $4,661-5.6% |
| Participant deferral / active EE | $9,390 | $6,464+45.3% | $5,628+66.8% | $6,689+40.4% |
| Admin fee / account holder | $2,519 | $19,318-87.0% | $15,916-84.2% | $13,398-81.2% |