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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 | $198,366 | $183,516+8.1% | $155,534+27.5% | $145,884+36.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $9,103 | $5,315+71.3% | $4,675+94.7% | $4,662+95.2% |
| Participant deferral / active EE | $2,959 | $6,467-54.2% | $5,630-47.5% | $6,690-55.8% |
| Admin fee / account holder | $460 | $19,293-97.6% | $15,900-97.1% | $13,392-96.6% |