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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 | $207,872 | $183,592+13.2% | $155,567+33.6% | $145,959+42.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.94% | 61.24%-43.3pp | 64.74%-46.8pp | 561.95%-544.0pp |
| Employer contribution / active EE | $7,232 | $5,315+36.1% | $4,674+54.7% | $4,661+55.2% |
| Participant deferral / active EE | $15,550 | $6,464+140.6% | $5,628+176.3% | $6,689+132.5% |
| Admin fee / account holder | $2,965 | $19,318-84.7% | $15,916-81.4% | $13,398-77.9% |