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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 | $199,776 | $183,516+8.9% | $155,534+28.4% | $145,884+36.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.82% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $6,748 | $5,315+27.0% | $4,675+44.4% | $4,662+44.7% |
| Participant deferral / active EE | $4,649 | $6,467-28.1% | $5,630-17.4% | $6,690-30.5% |
| Admin fee / account holder | $8,281 | $19,293-57.1% | $15,900-47.9% | $13,392-38.2% |