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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 | $231,420 | $183,516+26.1% | $155,534+48.8% | $145,884+58.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $4,926 | $5,315-7.3% | $4,675+5.4% | $4,662+5.6% |
| Participant deferral / active EE | $7,114 | $6,467+10.0% | $5,630+26.3% | $6,690+6.3% |
| Admin fee / account holder | $1,235 | $19,293-93.6% | $15,900-92.2% | $13,392-90.8% |