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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 | $196,198 | $180,459+8.7% | $154,108+27.3% | $135,380+44.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.96% | 888.21%-881.3pp | 735.21%-728.2pp | 519.81%-512.8pp |
| Employer contribution / active EE | $3,436 | $6,035-43.1% | $5,298-35.1% | $4,779-28.1% |
| Participant deferral / active EE | $8,214 | $5,806+41.5% | $5,081+61.7% | $5,609+46.4% |
| Admin fee / account holder | $1,615 | $16,145-90.0% | $13,411-88.0% | $10,828-85.1% |