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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 | $216,701 | $183,988+17.8% | $162,177+33.6% | $152,897+41.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 37.79% | 150.79%-113.0pp | 115.60%-77.8pp | 345.43%-307.6pp |
| Employer contribution / active EE | $3,480 | $6,370-45.4% | $5,613-38.0% | $4,764-27.0% |
| Participant deferral / active EE | $10,605 | $8,032+32.0% | $7,297+45.3% | $5,851+81.2% |
| Admin fee / account holder | $4,590 | $13,123-65.0% | $10,843-57.7% | $11,599-60.4% |