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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 | $216,733 | $185,830+16.6% | $170,004+27.5% | $139,427+55.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.00% | 60.52%-44.5pp | 53.39%-37.4pp | 373.27%-357.3pp |
| Employer contribution / active EE | $6,533 | $7,591-13.9% | $6,786-3.7% | $4,752+37.5% |
| Participant deferral / active EE | $18,600 | $11,622+60.0% | $10,408+78.7% | $6,711+177.2% |
| Admin fee / account holder | $849 | $15,381-94.5% | $12,816-93.4% | $11,404-92.6% |