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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 | $183,539+10.7% | $155,556+30.7% | $145,897+39.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $8,879 | $5,315+67.0% | $4,675+89.9% | $4,663+90.4% |
| Participant deferral / active EE | $4,679 | $6,467-27.6% | $5,631-16.9% | $6,689-30.1% |
| Admin fee / account holder | $2,690 | $19,275-86.0% | $15,885-83.1% | $13,390-79.9% |