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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 | $198,003 | $157,304+25.9% | $141,197+40.2% | $152,909+29.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.52% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $8,087 | $5,263+53.7% | $4,736+70.7% | $4,764+69.7% |
| Participant deferral / active EE | $7,333 | $7,111+3.1% | $6,710+9.3% | $5,851+25.3% |
| Admin fee / account holder | $792 | $12,126-93.5% | $10,265-92.3% | $11,601-93.2% |