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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 | $189,588 | $209,336-9.4% | $197,124-3.8% | $137,256+38.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.55% | 48.09%-29.5pp | 44.34%-25.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $5,548 | $6,591-15.8% | $6,227-10.9% | $4,156+33.5% |
| Participant deferral / active EE | $7,520 | $9,614-21.8% | $9,135-17.7% | $6,407+17.4% |
| Admin fee / account holder | $40,836 | $17,308+135.9% | $16,298+150.6% | $12,270+232.8% |