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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 | $196,262 | $165,399+18.7% | $149,745+31.1% | $158,982+23.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.01% | 348.34%-323.3pp | 276.72%-251.7pp | 302.99%-278.0pp |
| Employer contribution / active EE | $1,214 | $5,105-76.2% | $4,646-73.9% | $4,763-74.5% |
| Participant deferral / active EE | $6,251 | $7,183-13.0% | $6,843-8.7% | $5,983+4.5% |
| Admin fee / account holder | $10,661 | $10,811-1.4% | $9,312+14.5% | $11,252-5.2% |