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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 | $194,639 | $183,592+6.0% | $155,574+25.1% | $145,877+33.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.25% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,065 | $5,317-61.2% | $4,676-55.8% | $4,663-55.7% |
| Participant deferral / active EE | $10,940 | $6,466+69.2% | $5,629+94.3% | $6,691+63.5% |
| Admin fee / account holder | $4,059 | $19,316-79.0% | $15,914-74.5% | $13,402-69.7% |