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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 | $233,037 | $217,432+7.2% | $185,849+25.4% | $167,536+39.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.06% | 148.42%-135.4pp | 122.10%-109.0pp | 478.82%-465.8pp |
| Employer contribution / active EE | $6,171 | $5,875+5.0% | $5,169+19.4% | $4,839+27.5% |
| Participant deferral / active EE | $8,072 | $6,357+27.0% | $5,569+44.9% | $6,342+27.3% |
| Admin fee / account holder | $1,981 | $19,818-90.0% | $16,244-87.8% | $12,315-83.9% |