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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 | $183,592+0.6% | $155,574+18.7% | $145,877+26.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.31% | 61.37%-52.1pp | 64.87%-55.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $12,743 | $5,317+139.7% | $4,676+172.5% | $4,663+173.3% |
| Participant deferral / active EE | $12,262 | $6,466+89.6% | $5,629+117.8% | $6,691+83.3% |
| Admin fee / account holder | $3,644 | $19,316-81.1% | $15,914-77.1% | $13,402-72.8% |