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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 | $226,555 | $183,539+23.4% | $155,556+45.6% | $145,897+55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.23% | 61.31%-45.1pp | 64.84%-48.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $4,394 | $5,315-17.3% | $4,675-6.0% | $4,663-5.8% |
| Participant deferral / active EE | $14,286 | $6,467+120.9% | $5,631+153.7% | $6,689+113.6% |
| Admin fee / account holder | $4,603 | $19,275-76.1% | $15,885-71.0% | $13,390-65.6% |