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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 | $191,396 | $176,105+8.7% | $159,474+20.0% | $167,536+14.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.29% | 331.91%-321.6pp | 263.68%-253.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $7,669 | $5,299+44.7% | $4,831+58.8% | $4,839+58.5% |
| Participant deferral / active EE | $3,893 | $7,751-49.8% | $7,353-47.1% | $6,342-38.6% |
| Admin fee / account holder | $1,458 | $12,559-88.4% | $10,802-86.5% | $12,315-88.2% |