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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 | $186,595 | $183,516+1.7% | $155,534+20.0% | $145,884+27.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.85% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $7,892 | $5,315+48.5% | $4,675+68.8% | $4,662+69.3% |
| Participant deferral / active EE | $5,096 | $6,467-21.2% | $5,630-9.5% | $6,690-23.8% |
| Admin fee / account holder | $19,166 | $19,293-0.7% | $15,900+20.5% | $13,392+43.1% |