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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 | $189,758 | $148,582+27.7% | $135,942+39.6% | $139,456+36.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.53% | 79.26%-61.7pp | 68.28%-50.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $4,238 | $5,245-19.2% | $4,858-12.8% | $4,753-10.8% |
| Participant deferral / active EE | $12,753 | $8,101+57.4% | $7,759+64.4% | $6,711+90.0% |
| Admin fee / account holder | $639 | $12,402-94.8% | $10,764-94.1% | $11,407-94.4% |