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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 | $190,255 | $185,312+2.7% | $161,489+17.8% | $154,746+22.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.99% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $6,149 | $4,769+28.9% | $4,268+44.1% | $4,379+40.4% |
| Participant deferral / active EE | $8,052 | $6,350+26.8% | $5,630+43.0% | $6,730+19.6% |
| Admin fee / account holder | $780 | $18,654-95.8% | $16,006-95.1% | $14,365-94.6% |