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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 | $218,004 | $183,539+18.8% | $155,556+40.1% | $145,897+49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.93% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $7,825 | $5,315+47.2% | $4,675+67.4% | $4,663+67.8% |
| Participant deferral / active EE | $11,068 | $6,467+71.1% | $5,631+96.6% | $6,689+65.5% |
| Admin fee / account holder | $2,741 | $19,275-85.8% | $15,885-82.7% | $13,390-79.5% |