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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 | $232,405 | $183,539+26.6% | $155,556+49.4% | $145,897+59.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.40% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $4,485 | $5,315-15.6% | $4,675-4.1% | $4,663-3.8% |
| Participant deferral / active EE | $8,286 | $6,467+28.1% | $5,631+47.2% | $6,689+23.9% |
| Admin fee / account holder | $590 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |