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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 | $195,294 | $227,399-14.1% | $189,758+2.9% | $198,609-1.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.12% | 61.03%-50.9pp | 52.62%-42.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $17,523 | $5,526+217.1% | $4,767+267.6% | $5,055+246.6% |
| Participant deferral / active EE | $12,200 | $6,837+78.4% | $5,856+108.3% | $6,977+74.9% |
| Admin fee / account holder | $6,880 | $25,162-72.7% | $20,388-66.3% | $19,030-63.8% |