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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 | $203,261 | $183,592+10.7% | $155,567+30.7% | $145,959+39.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $8,879 | $5,315+67.1% | $4,674+90.0% | $4,661+90.5% |
| Participant deferral / active EE | $4,679 | $6,464-27.6% | $5,628-16.9% | $6,689-30.0% |
| Admin fee / account holder | $2,690 | $19,318-86.1% | $15,916-83.1% | $13,398-79.9% |