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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 | $197,827 | $183,592+7.8% | $155,574+27.2% | $145,877+35.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $6,929 | $5,317+30.3% | $4,676+48.2% | $4,663+48.6% |
| Participant deferral / active EE | $9,768 | $6,466+51.1% | $5,629+73.5% | $6,691+46.0% |
| Admin fee / account holder | $2,254 | $19,316-88.3% | $15,914-85.8% | $13,402-83.2% |