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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 | $182,169 | $166,242+9.6% | $165,071+10.4% | $145,884+24.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.12% | 100.44%-91.3pp | 70.17%-61.1pp | 551.85%-542.7pp |
| Employer contribution / active EE | $8,859 | $5,283+67.7% | $4,347+103.8% | $4,662+90.0% |
| Participant deferral / active EE | $5,325 | $6,964-23.5% | $6,035-11.8% | $6,690-20.4% |
| Admin fee / account holder | $13,901 | $16,658-16.6% | $12,695+9.5% | $13,392+3.8% |