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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 | $214,484 | $183,516+16.9% | $155,534+37.9% | $145,884+47.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.45% | 61.43%-43.0pp | 64.92%-46.5pp | 551.85%-533.4pp |
| Employer contribution / active EE | $5,000 | $5,315-5.9% | $4,675+7.0% | $4,662+7.2% |
| Participant deferral / active EE | $11,400 | $6,467+76.3% | $5,630+102.5% | $6,690+70.4% |
| Admin fee / account holder | $5,000 | $19,293-74.1% | $15,900-68.6% | $13,392-62.7% |