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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 | $199,405 | $185,312+7.6% | $161,489+23.5% | $154,746+28.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.69% | 103.84%-93.2pp | 89.72%-79.0pp | 172.34%-161.6pp |
| Employer contribution / active EE | $10,617 | $4,769+122.6% | $4,268+148.7% | $4,379+142.4% |
| Participant deferral / active EE | $8,106 | $6,350+27.7% | $5,630+44.0% | $6,730+20.4% |
| Admin fee / account holder | $1,274 | $18,654-93.2% | $16,006-92.0% | $14,365-91.1% |