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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 | $183,516+23.5% | $155,534+45.7% | $145,884+55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.23% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $4,394 | $5,315-17.3% | $4,675-6.0% | $4,662-5.8% |
| Participant deferral / active EE | $14,286 | $6,467+120.9% | $5,630+153.7% | $6,690+113.6% |
| Admin fee / account holder | $4,603 | $19,293-76.1% | $15,900-71.0% | $13,392-65.6% |