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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 | $187,219 | $152,587+22.7% | $125,175+49.6% | $152,870+22.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.71% | 54.84%-33.1pp | 43.79%-22.1pp | 345.34%-323.6pp |
| Employer contribution / active EE | $3,108 | $4,946-37.2% | $3,865-19.6% | $4,763-34.8% |
| Participant deferral / active EE | $8,908 | $5,868+51.8% | $4,937+80.4% | $5,850+52.3% |
| Admin fee / account holder | $12,902 | $13,434-4.0% | $9,702+33.0% | $11,597+11.3% |