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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 | $192,526 | $148,629+29.5% | $135,982+41.6% | $139,487+38.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.76% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $10,498 | $5,247+100.1% | $4,859+116.1% | $4,755+120.8% |
| Participant deferral / active EE | $10,880 | $8,102+34.3% | $7,760+40.2% | $6,713+62.1% |
| Admin fee / account holder | $358 | $12,406-97.1% | $10,767-96.7% | $11,407-96.9% |