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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 | $212,386-10.7% | $199,883-5.2% | $138,895+36.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.55% | 47.75%-29.2pp | 43.81%-25.3pp | 145.39%-126.8pp |
| Employer contribution / active EE | $5,548 | $6,625-16.3% | $6,261-11.4% | $4,194+32.3% |
| Participant deferral / active EE | $7,520 | $9,617-21.8% | $9,138-17.7% | $6,396+17.6% |
| Admin fee / account holder | $40,836 | $18,233+124.0% | $17,268+136.5% | $12,562+225.1% |