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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% | $155,574+19.7% | $145,877+27.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.04% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $12,283 | $5,317+131.0% | $4,676+162.7% | $4,663+163.4% |
| Participant deferral / active EE | $10,417 | $6,466+61.1% | $5,629+85.0% | $6,691+55.7% |
| Admin fee / account holder | $1,907 | $19,316-90.1% | $15,914-88.0% | $13,402-85.8% |