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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 | $194,257 | $160,040+21.4% | $147,096+32.1% | $145,877+33.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.43% | 98.49%-81.1pp | 419.75%-402.3pp | 551.28%-533.9pp |
| Employer contribution / active EE | $5,481 | $5,289+3.6% | $4,936+11.0% | $4,663+17.5% |
| Participant deferral / active EE | $17,952 | $8,429+113.0% | $8,071+122.4% | $6,691+168.3% |
| Admin fee / account holder | $6,273 | $15,050-58.3% | $13,005-51.8% | $13,402-53.2% |