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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 | $204,379 | $275,752-25.9% | $256,809-20.4% | $198,609+2.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.02% | 34.81%-19.8pp | 32.73%-17.7pp | 202.70%-187.7pp |
| Employer contribution / active EE | $6,739 | $7,721-12.7% | $7,263-7.2% | $5,055+33.3% |
| Participant deferral / active EE | $16,400 | $10,037+63.4% | $9,520+72.3% | $6,977+135.1% |
| Admin fee / account holder | $61,304 | $25,716+138.4% | $25,146+143.8% | $19,030+222.1% |