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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 | $198,509 | $232,540-14.6% | $185,117+7.2% | $147,586+34.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 25.42% | 43.03%-17.6pp | 40.50%-15.1pp | 578.59%-553.2pp |
| Employer contribution / active EE | $4,922 | $5,195-5.3% | $4,182+17.7% | $4,876+0.9% |
| Participant deferral / active EE | $6,041 | $5,834+3.6% | $5,045+19.8% | $5,439+11.1% |
| Admin fee / account holder | $28,232 | $10,275+174.8% | $8,159+246.0% | $10,886+159.3% |