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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 | $182,345 | $208,088-12.4% | $186,193-2.1% | $154,746+17.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.37% | 89.97%-73.6pp | 78.03%-61.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,726 | $4,340-37.2% | $3,918-30.4% | $4,379-37.7% |
| Participant deferral / active EE | $11,374 | $7,078+60.7% | $6,513+74.6% | $6,730+69.0% |
| Admin fee / account holder | $8,682 | $11,698-25.8% | $11,058-21.5% | $14,365-39.6% |