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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 | $194,788 | $176,120+10.6% | $159,487+22.1% | $167,553+16.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.36% | 331.95%-321.6pp | 263.71%-253.3pp | 478.89%-468.5pp |
| Employer contribution / active EE | $4,787 | $5,299-9.7% | $4,831-0.9% | $4,840-1.1% |
| Participant deferral / active EE | $9,495 | $7,752+22.5% | $7,354+29.1% | $6,343+49.7% |
| Admin fee / account holder | $1,099 | $12,561-91.2% | $10,804-89.8% | $12,316-91.1% |