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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 | $190,504 | $227,399-16.2% | $189,758+0.4% | $198,609-4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.75% | 61.03%-45.3pp | 52.62%-36.9pp | 202.70%-186.9pp |
| Employer contribution / active EE | $12,474 | $5,526+125.7% | $4,767+161.7% | $5,055+146.7% |
| Participant deferral / active EE | $8,879 | $6,837+29.9% | $5,856+51.6% | $6,977+27.3% |
| Admin fee / account holder | $16,762 | $25,162-33.4% | $20,388-17.8% | $19,030-11.9% |