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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 | $202,353 | $185,312+9.2% | $161,489+25.3% | $154,746+30.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.71% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $14,129 | $4,769+196.3% | $4,268+231.0% | $4,379+222.6% |
| Participant deferral / active EE | $12,102 | $6,350+90.6% | $5,630+115.0% | $6,730+79.8% |
| Admin fee / account holder | $55,620 | $18,654+198.2% | $16,006+247.5% | $14,365+287.2% |