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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 | $192,024 | $168,635+13.9% | $147,617+30.1% | $125,389+53.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.24% | 77.65%-76.4pp | 61.98%-60.7pp | 282.24%-281.0pp |
| Employer contribution / active EE | $9,686 | $6,252+54.9% | $5,564+74.1% | $4,866+99.1% |
| Participant deferral / active EE | $10,500 | $5,507+90.7% | $4,895+114.5% | $5,352+96.2% |
| Admin fee / account holder | $4,087 | $13,580-69.9% | $11,612-64.8% | $9,541-57.2% |