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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 | $186,159 | $183,592+1.4% | $155,567+19.7% | $145,959+27.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.04% | 61.24%-52.2pp | 64.74%-55.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $12,283 | $5,315+131.1% | $4,674+162.8% | $4,661+163.5% |
| Participant deferral / active EE | $10,417 | $6,464+61.1% | $5,628+85.1% | $6,689+55.7% |
| Admin fee / account holder | $1,907 | $19,318-90.1% | $15,916-88.0% | $13,398-85.8% |