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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 | $196,429 | $157,296+24.9% | $141,191+39.1% | $152,897+28.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.70% | 64.34%-36.6pp | 71.41%-43.7pp | 345.43%-317.7pp |
| Employer contribution / active EE | $2,730 | $5,262-48.1% | $4,736-42.4% | $4,764-42.7% |
| Participant deferral / active EE | $6,675 | $7,111-6.1% | $6,710-0.5% | $5,851+14.1% |
| Admin fee / account holder | $8,470 | $12,125-30.1% | $10,264-17.5% | $11,599-27.0% |