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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 | $188,161 | $160,070+17.5% | $147,117+27.9% | $145,897+29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.28% | 98.69%-84.4pp | 420.54%-406.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $4,072 | $5,285-22.9% | $4,932-17.4% | $4,663-12.7% |
| Participant deferral / active EE | $3,595 | $8,419-57.3% | $8,065-55.4% | $6,689-46.3% |
| Admin fee / account holder | $931 | $15,035-93.8% | $12,993-92.8% | $13,390-93.0% |