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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 | $228,185 | $217,427+4.9% | $185,837+22.8% | $167,518+36.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.25% | 148.39%-134.1pp | 122.08%-107.8pp | 478.71%-464.5pp |
| Employer contribution / active EE | $3,577 | $5,874-39.1% | $5,168-30.8% | $4,838-26.1% |
| Participant deferral / active EE | $7,873 | $6,357+23.9% | $5,568+41.4% | $6,342+24.1% |
| Admin fee / account holder | $407 | $19,816-97.9% | $16,241-97.5% | $12,312-96.7% |