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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 | $196,082 | $197,637-0.8% | $177,848+10.3% | $158,982+23.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.77% | 58.77%-43.0pp | 48.33%-32.6pp | 302.99%-287.2pp |
| Employer contribution / active EE | $6,852 | $6,698+2.3% | $5,919+15.8% | $4,763+43.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,883 | $15,406-87.8% | $12,431-84.9% | $11,252-83.3% |