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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 | $184,657 | $183,539+0.6% | $155,556+18.7% | $145,897+26.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.31% | 61.31%-52.0pp | 64.84%-55.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $12,743 | $5,315+139.7% | $4,675+172.6% | $4,663+173.3% |
| Participant deferral / active EE | $12,262 | $6,467+89.6% | $5,631+117.8% | $6,689+83.3% |
| Admin fee / account holder | $3,644 | $19,275-81.1% | $15,885-77.1% | $13,390-72.8% |