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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 | $201,757 | $217,432-7.2% | $185,849+8.6% | $167,536+20.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.17% | 148.42%-137.2pp | 122.10%-110.9pp | 478.82%-467.6pp |
| Employer contribution / active EE | $3,912 | $5,875-33.4% | $5,169-24.3% | $4,839-19.2% |
| Participant deferral / active EE | $7,085 | $6,357+11.4% | $5,569+27.2% | $6,342+11.7% |
| Admin fee / account holder | $36,449 | $19,818+83.9% | $16,244+124.4% | $12,315+196.0% |