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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 | $240,469 | $183,539+31.0% | $155,556+54.6% | $145,897+64.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.09% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $5,798 | $5,315+9.1% | $4,675+24.0% | $4,663+24.4% |
| Participant deferral / active EE | $5,217 | $6,467-19.3% | $5,631-7.3% | $6,689-22.0% |
| Admin fee / account holder | $6,916 | $19,275-64.1% | $15,885-56.5% | $13,390-48.4% |