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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 | $192,423 | $175,259+9.8% | $149,723+28.5% | $139,487+38.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.59% | 166.82%-151.2pp | 134.50%-118.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $6,813 | $5,478+24.4% | $4,821+41.3% | $4,755+43.3% |
| Participant deferral / active EE | $7,064 | $6,522+8.3% | $5,682+24.3% | $6,713+5.2% |
| Admin fee / account holder | $1,072 | $16,158-93.4% | $13,215-91.9% | $11,407-90.6% |