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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 | $189,112 | $183,516+3.0% | $155,534+21.6% | $145,884+29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.86% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $12,070 | $5,315+127.1% | $4,675+158.2% | $4,662+158.9% |
| Participant deferral / active EE | $5,431 | $6,467-16.0% | $5,630-3.5% | $6,690-18.8% |
| Admin fee / account holder | $731 | $19,293-96.2% | $15,900-95.4% | $13,392-94.5% |