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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 | $206,757 | $217,432-4.9% | $185,851+11.2% | $167,553+23.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.83% | 148.43%-133.6pp | 122.11%-107.3pp | 478.89%-464.1pp |
| Employer contribution / active EE | $7,672 | $5,874+30.6% | $5,168+48.4% | $4,840+58.5% |
| Participant deferral / active EE | $6,863 | $6,357+8.0% | $5,569+23.2% | $6,343+8.2% |
| Admin fee / account holder | $1,180 | $19,820-94.0% | $16,245-92.7% | $12,316-90.4% |