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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 | $184,401 | $183,539+0.5% | $155,556+18.5% | $145,897+26.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.36% | 61.31%-48.9pp | 64.84%-52.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $7,099 | $5,315+33.6% | $4,675+51.8% | $4,663+52.2% |
| Participant deferral / active EE | $7,000 | $6,467+8.2% | $5,631+24.3% | $6,689+4.6% |
| Admin fee / account holder | $3,478 | $19,275-82.0% | $15,885-78.1% | $13,390-74.0% |