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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 | $242,406 | $196,972+23.1% | $182,262+33.0% | $198,609+22.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.26% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,643 | $5,364-32.1% | $5,046-27.8% | $5,055-27.9% |
| Participant deferral / active EE | $6,978 | $8,643-19.3% | $8,276-15.7% | $6,9770% |
| Admin fee / account holder | $6,637 | $18,429-64.0% | $16,712-60.3% | $19,030-65.1% |