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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 | $190,933 | $160,040+19.3% | $147,096+29.8% | $145,877+30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.25% | 98.49%-68.2pp | 419.75%-389.5pp | 551.28%-521.0pp |
| Employer contribution / active EE | $8,675 | $5,289+64.0% | $4,936+75.8% | $4,663+86.0% |
| Participant deferral / active EE | $7,667 | $8,429-9.0% | $8,071-5.0% | $6,691+14.6% |
| Admin fee / account holder | $1,829 | $15,050-87.8% | $13,005-85.9% | $13,402-86.4% |