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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 | $183,539+7.8% | $155,556+27.2% | $145,897+35.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $6,929 | $5,315+30.4% | $4,675+48.2% | $4,663+48.6% |
| Participant deferral / active EE | $9,768 | $6,467+51.0% | $5,631+73.5% | $6,689+46.0% |
| Admin fee / account holder | $2,254 | $19,275-88.3% | $15,885-85.8% | $13,390-83.2% |