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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 | $197,084 | $129,737+51.9% | $119,126+65.4% | $154,746+27.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.28% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $4,368 | $4,375-0.2% | $4,034+8.3% | $4,379-0.3% |
| Participant deferral / active EE | $13,650 | $5,842+133.7% | $5,318+156.7% | $6,730+102.8% |
| Admin fee / account holder | $337 | $11,961-97.2% | $10,693-96.8% | $14,365-97.7% |