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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 | $187,052 | $183,539+1.9% | $155,556+20.2% | $145,897+28.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.22% | 61.31%-37.1pp | 64.84%-40.6pp | 552.29%-528.1pp |
| Employer contribution / active EE | $8,619 | $5,315+62.2% | $4,675+84.4% | $4,663+84.9% |
| Participant deferral / active EE | $6,610 | $6,467+2.2% | $5,631+17.4% | $6,689-1.2% |
| Admin fee / account holder | $2,969 | $19,275-84.6% | $15,885-81.3% | $13,390-77.8% |