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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 | $198,516 | $165,381+20.0% | $149,730+32.6% | $158,966+24.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.42% | 348.29%-335.9pp | 276.70%-264.3pp | 302.95%-290.5pp |
| Employer contribution / active EE | $3,464 | $5,104-32.1% | $4,645-25.4% | $4,762-27.3% |
| Participant deferral / active EE | $6,678 | $7,182-7.0% | $6,843-2.4% | $5,983+11.6% |
| Admin fee / account holder | $4,085 | $10,809-62.2% | $9,310-56.1% | $11,250-63.7% |