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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 | $186,766 | $196,972-5.2% | $182,262+2.5% | $198,609-6.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.01% | 158.27%-145.3pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $7,972 | $5,364+48.6% | $5,046+58.0% | $5,055+57.7% |
| Participant deferral / active EE | $4,186 | $8,643-51.6% | $8,276-49.4% | $6,977-40.0% |
| Admin fee / account holder | $3,464 | $18,429-81.2% | $16,712-79.3% | $19,030-81.8% |