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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 | $208,989 | $183,516+13.9% | $155,534+34.4% | $145,884+43.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 61.43%-50.7pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $5,110 | $5,315-3.8% | $4,675+9.3% | $4,662+9.6% |
| Participant deferral / active EE | $2,478 | $6,467-61.7% | $5,630-56.0% | $6,690-63.0% |
| Admin fee / account holder | $1,574 | $19,293-91.8% | $15,900-90.1% | $13,392-88.2% |