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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 | $183,461 | $183,5160% | $155,534+18.0% | $145,884+25.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.33% | 61.43%-42.1pp | 64.92%-45.6pp | 551.85%-532.5pp |
| Employer contribution / active EE | $8,856 | $5,315+66.6% | $4,675+89.4% | $4,662+90.0% |
| Participant deferral / active EE | $6,630 | $6,467+2.5% | $5,630+17.8% | $6,690-0.9% |
| Admin fee / account holder | $13,479 | $19,293-30.1% | $15,900-15.2% | $13,392+0.7% |