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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 | $193,953 | $157,296+23.3% | $141,191+37.4% | $152,897+26.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.77% | 64.34%-47.6pp | 71.41%-54.6pp | 345.43%-328.7pp |
| Employer contribution / active EE | $6,694 | $5,262+27.2% | $4,736+41.4% | $4,764+40.5% |
| Participant deferral / active EE | $5,338 | $7,111-24.9% | $6,710-20.5% | $5,851-8.8% |
| Admin fee / account holder | $3,594 | $12,125-70.4% | $10,264-65.0% | $11,599-69.0% |