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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 | $201,037 | $183,539+9.5% | $155,556+29.2% | $145,897+37.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.58% | 61.31%-48.7pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $7,786 | $5,315+46.5% | $4,675+66.5% | $4,663+67.0% |
| Participant deferral / active EE | $9,005 | $6,467+39.2% | $5,631+59.9% | $6,689+34.6% |
| Admin fee / account holder | $734 | $19,275-96.2% | $15,885-95.4% | $13,390-94.5% |