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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% | $155,574+35.2% | $145,877+44.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.86% | 61.37%-34.5pp | 64.87%-38.0pp | 551.28%-524.4pp |
| Employer contribution / active EE | $4,399 | $5,317-17.3% | $4,676-5.9% | $4,663-5.7% |
| Participant deferral / active EE | $9,390 | $6,466+45.2% | $5,629+66.8% | $6,691+40.3% |
| Admin fee / account holder | $2,519 | $19,316-87.0% | $15,914-84.2% | $13,402-81.2% |