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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 | $185,955 | $176,786+5.2% | $146,643+26.8% | $167,536+11.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.82% | 24.04%-7.2pp | 22.75%-5.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $11,905 | $5,161+130.7% | $4,137+187.8% | $4,839+146.0% |
| Participant deferral / active EE | $2,699 | $6,440-58.1% | $5,506-51.0% | $6,342-57.4% |
| Admin fee / account holder | $7,907 | $13,262-40.4% | $10,280-23.1% | $12,315-35.8% |