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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 | $218,185 | $217,427+0.3% | $185,837+17.4% | $167,518+30.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.87% | 148.39%-136.5pp | 122.08%-110.2pp | 478.71%-466.8pp |
| Employer contribution / active EE | $8,209 | $5,874+39.7% | $5,168+58.8% | $4,838+69.7% |
| Participant deferral / active EE | $10,048 | $6,357+58.1% | $5,568+80.4% | $6,342+58.4% |
| Admin fee / account holder | $8,416 | $19,816-57.5% | $16,241-48.2% | $12,312-31.6% |