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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 | $179,743 | $171,492+4.8% | $150,734+19.2% | $198,609-9.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.09% | 804.70%-792.6pp | 600.81%-588.7pp | 202.70%-190.6pp |
| Employer contribution / active EE | $7,464 | $5,470+36.5% | $4,918+51.8% | $5,055+47.7% |
| Participant deferral / active EE | $10,631 | $6,259+69.9% | $5,610+89.5% | $6,977+52.4% |
| Admin fee / account holder | $465 | $17,628-97.4% | $14,905-96.9% | $19,030-97.6% |