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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 | $203,727 | $185,883+9.6% | $170,043+19.8% | $139,466+46.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.96% | 60.54%-42.6pp | 53.40%-35.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $6,512 | $7,596-14.3% | $6,790-4.1% | $4,754+37.0% |
| Participant deferral / active EE | $12,232 | $11,626+5.2% | $10,410+17.5% | $6,712+82.2% |
| Admin fee / account holder | $14,960 | $15,393-2.8% | $12,824+16.7% | $11,409+31.1% |