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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 | $193,536 | $183,516+5.5% | $155,534+24.4% | $145,884+32.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.78% | 61.43%-39.6pp | 64.92%-43.1pp | 551.85%-530.1pp |
| Employer contribution / active EE | $12,730 | $5,315+139.5% | $4,675+172.3% | $4,662+173.0% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,630+35.4% | $6,690+14.0% |
| Admin fee / account holder | $1,005 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |