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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 | $196,775 | $183,516+7.2% | $155,534+26.5% | $145,884+34.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.60% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $12,442 | $5,315+134.1% | $4,675+166.2% | $4,662+166.9% |
| Participant deferral / active EE | $7,874 | $6,467+21.8% | $5,630+39.9% | $6,690+17.7% |
| Admin fee / account holder | $852 | $19,293-95.6% | $15,900-94.6% | $13,392-93.6% |