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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 | $204,142 | $162,136+25.9% | $152,301+34.0% | $154,746+31.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 42.84% | 91.02%-48.2pp | 80.50%-37.7pp | 172.34%-129.5pp |
| Employer contribution / active EE | $3,278 | $4,890-33.0% | $4,624-29.1% | $4,379-25.1% |
| Participant deferral / active EE | $10,587 | $8,341+26.9% | $8,004+32.3% | $6,730+57.3% |
| Admin fee / account holder | $8,253 | $15,759-47.6% | $14,398-42.7% | $14,365-42.5% |