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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 | $198,702 | $183,539+8.3% | $155,556+27.7% | $145,897+36.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.49% | 61.31%-49.8pp | 64.84%-53.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $8,145 | $5,315+53.2% | $4,675+74.2% | $4,663+74.7% |
| Participant deferral / active EE | $10,304 | $6,467+59.3% | $5,631+83.0% | $6,689+54.0% |
| Admin fee / account holder | $13,144 | $19,275-31.8% | $15,885-17.3% | $13,390-1.8% |