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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 | $216,448 | $217,432-0.5% | $185,849+16.5% | $167,536+29.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.07% | 148.42%-138.3pp | 122.10%-112.0pp | 478.82%-468.7pp |
| Employer contribution / active EE | $9,959 | $5,875+69.5% | $5,169+92.7% | $4,839+105.8% |
| Participant deferral / active EE | $6,795 | $6,357+6.9% | $5,569+22.0% | $6,342+7.1% |
| Admin fee / account holder | $5,419 | $19,818-72.7% | $16,244-66.6% | $12,315-56.0% |