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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 | $199,282 | $183,539+8.6% | $155,556+28.1% | $145,897+36.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $10,243 | $5,315+92.7% | $4,675+119.1% | $4,663+119.7% |
| Participant deferral / active EE | $5,059 | $6,467-21.8% | $5,631-10.2% | $6,689-24.4% |
| Admin fee / account holder | $1,837 | $19,275-90.5% | $15,885-88.4% | $13,390-86.3% |