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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 | $218,234 | $196,972+10.8% | $182,262+19.7% | $198,609+9.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.33% | 158.27%-140.9pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $6,647 | $5,364+23.9% | $5,046+31.7% | $5,055+31.5% |
| Participant deferral / active EE | $13,233 | $8,643+53.1% | $8,276+59.9% | $6,977+89.7% |
| Admin fee / account holder | $1,755 | $18,429-90.5% | $16,712-89.5% | $19,030-90.8% |