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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 | $210,867 | $183,592+14.9% | $155,567+35.5% | $145,959+44.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.90% | 61.24%-43.3pp | 64.74%-46.8pp | 561.95%-544.0pp |
| Employer contribution / active EE | $13,026 | $5,315+145.1% | $4,674+178.7% | $4,661+179.5% |
| Participant deferral / active EE | $6,353 | $6,464-1.7% | $5,628+12.9% | $6,689-5.0% |
| Admin fee / account holder | $1,902 | $19,318-90.2% | $15,916-88.0% | $13,398-85.8% |