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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 | $201,531 | $183,539+9.8% | $155,556+29.6% | $145,897+38.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.53% | 61.31%-44.8pp | 64.84%-48.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $7,113 | $5,315+33.8% | $4,675+52.1% | $4,663+52.5% |
| Participant deferral / active EE | $9,437 | $6,467+45.9% | $5,631+67.6% | $6,689+41.1% |
| Admin fee / account holder | $25,348 | $19,275+31.5% | $15,885+59.6% | $13,390+89.3% |