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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 | $197,458 | $185,883+6.2% | $170,043+16.1% | $139,466+41.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.05% | 60.54%-36.5pp | 53.40%-29.4pp | 373.66%-349.6pp |
| Employer contribution / active EE | $8,739 | $7,596+15.0% | $6,790+28.7% | $4,754+83.8% |
| Participant deferral / active EE | $9,761 | $11,626-16.0% | $10,410-6.2% | $6,712+45.4% |
| Admin fee / account holder | $744 | $15,393-95.2% | $12,824-94.2% | $11,409-93.5% |