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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 | $183,516+8.3% | $155,534+27.8% | $145,884+36.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.49% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $8,145 | $5,315+53.3% | $4,675+74.2% | $4,662+74.7% |
| Participant deferral / active EE | $10,304 | $6,467+59.3% | $5,630+83.0% | $6,690+54.0% |
| Admin fee / account holder | $13,144 | $19,293-31.9% | $15,900-17.3% | $13,392-1.8% |