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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 | $179,830 | $183,592-2.0% | $155,574+15.6% | $145,877+23.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.67% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $8,128 | $5,317+52.9% | $4,676+73.8% | $4,663+74.3% |
| Participant deferral / active EE | $9,972 | $6,466+54.2% | $5,629+77.1% | $6,691+49.0% |
| Admin fee / account holder | $1,868 | $19,316-90.3% | $15,914-88.3% | $13,402-86.1% |