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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 | $196,972+3.6% | $182,262+12.0% | $198,609+2.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 42.84% | 158.27%-115.4pp | 140.60%-97.8pp | 202.70%-159.9pp |
| Employer contribution / active EE | $3,278 | $5,364-38.9% | $5,046-35.0% | $5,055-35.2% |
| Participant deferral / active EE | $10,587 | $8,643+22.5% | $8,276+27.9% | $6,977+51.7% |
| Admin fee / account holder | $8,253 | $18,429-55.2% | $16,712-50.6% | $19,030-56.6% |