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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 | $183,592+5.4% | $155,574+24.4% | $145,877+32.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.78% | 61.37%-39.6pp | 64.87%-43.1pp | 551.28%-529.5pp |
| Employer contribution / active EE | $12,730 | $5,317+139.4% | $4,676+172.3% | $4,663+173.0% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,691+14.0% |
| Admin fee / account holder | $1,005 | $19,316-94.8% | $15,914-93.7% | $13,402-92.5% |