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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 | $191,089 | $148,629+28.6% | $135,982+40.5% | $139,487+37.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.39% | 79.33%-60.9pp | 68.32%-49.9pp | 373.84%-355.5pp |
| Employer contribution / active EE | $6,120 | $5,247+16.6% | $4,859+26.0% | $4,755+28.7% |
| Participant deferral / active EE | $26,520 | $8,102+227.3% | $7,760+241.8% | $6,713+295.1% |
| Admin fee / account holder | $2,102 | $12,406-83.1% | $10,767-80.5% | $11,407-81.6% |