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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 | $178,771 | $157,296+13.7% | $141,191+26.6% | $152,897+16.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.68% | 64.34%-37.7pp | 71.41%-44.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $5,071 | $5,262-3.6% | $4,736+7.1% | $4,764+6.5% |
| Participant deferral / active EE | $9,497 | $7,111+33.6% | $6,710+41.5% | $5,851+62.3% |
| Admin fee / account holder | $6,787 | $12,125-44.0% | $10,264-33.9% | $11,599-41.5% |