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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 | $195,579 | $181,062+8.0% | $158,223+23.6% | $155,188+26.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.81% | 57.39%-39.6pp | 52.09%-34.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $10,649 | $4,565+133.3% | $4,109+159.2% | $4,248+150.7% |
| Participant deferral / active EE | $7,185 | $6,134+17.1% | $5,467+31.4% | $6,531+10.0% |
| Admin fee / account holder | $799 | $18,825-95.8% | $16,047-95.0% | $14,480-94.5% |