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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 | $195,875 | $166,268+17.8% | $165,100+18.6% | $145,897+34.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.04% | 100.52%-79.5pp | 70.21%-49.2pp | 552.29%-531.2pp |
| Employer contribution / active EE | $5,610 | $5,284+6.2% | $4,348+29.0% | $4,663+20.3% |
| Participant deferral / active EE | $13,500 | $6,964+93.8% | $6,035+123.7% | $6,689+101.8% |
| Admin fee / account holder | $1,782 | $16,659-89.3% | $12,696-86.0% | $13,390-86.7% |