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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 | $199,454 | $183,592+8.6% | $155,574+28.2% | $145,877+36.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 61.37%-49.7pp | 64.87%-53.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $10,394 | $5,317+95.5% | $4,676+122.3% | $4,663+122.9% |
| Participant deferral / active EE | $7,121 | $6,466+10.1% | $5,629+26.5% | $6,691+6.4% |
| Admin fee / account holder | $18,106 | $19,316-6.3% | $15,914+13.8% | $13,402+35.1% |