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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 | $188,072 | $157,304+19.6% | $141,197+33.2% | $152,909+23.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.72% | 64.34%-48.6pp | 71.41%-55.7pp | 345.46%-329.7pp |
| Employer contribution / active EE | $7,957 | $5,263+51.2% | $4,736+68.0% | $4,764+67.0% |
| Participant deferral / active EE | $5,362 | $7,111-24.6% | $6,710-20.1% | $5,851-8.4% |
| Admin fee / account holder | $10,655 | $12,126-12.1% | $10,265+3.8% | $11,601-8.2% |