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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 | $199,795 | $162,821+22.7% | $133,978+49.1% | $158,982+25.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.95% | 41.95%-36.0pp | 45.10%-39.1pp | 302.99%-297.0pp |
| Employer contribution / active EE | $2,083 | $4,976-58.1% | $3,919-46.8% | $4,763-56.3% |
| Participant deferral / active EE | $4,414 | $5,910-25.3% | $5,047-12.6% | $5,983-26.2% |
| Admin fee / account holder | $10,144 | $11,742-13.6% | $8,930+13.6% | $11,252-9.8% |