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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 | $185,874 | $208,088-10.7% | $186,193-0.2% | $154,746+20.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.95% | 89.97%-76.0pp | 78.03%-64.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $4,856 | $4,340+11.9% | $3,918+23.9% | $4,379+10.9% |
| Participant deferral / active EE | $13,092 | $7,078+85.0% | $6,513+101.0% | $6,730+94.5% |
| Admin fee / account holder | $15,190 | $11,698+29.8% | $11,058+37.4% | $14,365+5.7% |