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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 | $187,502 | $157,296+19.2% | $141,191+32.8% | $152,897+22.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.65% | 64.34%-45.7pp | 71.41%-52.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $9,853 | $5,262+87.2% | $4,736+108.0% | $4,764+106.8% |
| Participant deferral / active EE | $8,237 | $7,111+15.8% | $6,710+22.8% | $5,851+40.8% |
| Admin fee / account holder | $7,703 | $12,125-36.5% | $10,264-25.0% | $11,599-33.6% |