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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 | $203,579 | $227,399-10.5% | $189,758+7.3% | $198,609+2.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.07% | 61.03%-47.0pp | 52.62%-38.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $5,252 | $5,526-5.0% | $4,767+10.2% | $5,055+3.9% |
| Participant deferral / active EE | $11,499 | $6,837+68.2% | $5,856+96.4% | $6,977+64.8% |
| Admin fee / account holder | $213,912 | $25,162+750.1% | $20,388+949.2% | $19,030+1024.1% |