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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 | $205,125 | $175,259+17.0% | $149,723+37.0% | $139,487+47.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.71% | 166.82%-154.1pp | 134.50%-121.8pp | 373.84%-361.1pp |
| Employer contribution / active EE | $5,895 | $5,478+7.6% | $4,821+22.3% | $4,755+24.0% |
| Participant deferral / active EE | $6,790 | $6,522+4.1% | $5,682+19.5% | $6,713+1.2% |
| Admin fee / account holder | $12,657 | $16,158-21.7% | $13,215-4.2% | $11,407+11.0% |