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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 | $208,635 | $183,516+13.7% | $155,534+34.1% | $145,884+43.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.99% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $9,996 | $5,315+88.1% | $4,675+113.8% | $4,662+114.4% |
| Participant deferral / active EE | $7,530 | $6,467+16.4% | $5,630+33.7% | $6,690+12.6% |
| Admin fee / account holder | $1,795 | $19,293-90.7% | $15,900-88.7% | $13,392-86.6% |