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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 | $186,494 | $157,296+18.6% | $141,191+32.1% | $152,897+22.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.06% | 64.34%-45.3pp | 71.41%-52.3pp | 345.43%-326.4pp |
| Employer contribution / active EE | $11,097 | $5,262+110.9% | $4,736+134.3% | $4,764+133.0% |
| Participant deferral / active EE | $8,899 | $7,111+25.1% | $6,710+32.6% | $5,851+52.1% |
| Admin fee / account holder | $8,253 | $12,125-31.9% | $10,264-19.6% | $11,599-28.8% |