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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 | $188,303 | $176,786+6.5% | $146,643+28.4% | $167,536+12.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 53.46% | 24.04%+29.4pp | 22.75%+30.7pp | 478.82%-425.4pp |
| Employer contribution / active EE | $7,571 | $5,161+46.7% | $4,137+83.0% | $4,839+56.5% |
| Participant deferral / active EE | $6,268 | $6,440-2.7% | $5,506+13.8% | $6,342-1.2% |
| Admin fee / account holder | $1,011 | $13,262-92.4% | $10,280-90.2% | $12,315-91.8% |