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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 | $198,890 | $185,312+7.3% | $161,489+23.2% | $154,746+28.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.82% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $8,585 | $4,769+80.0% | $4,268+101.1% | $4,379+96.1% |
| Participant deferral / active EE | $7,287 | $6,350+14.8% | $5,630+29.4% | $6,730+8.3% |
| Admin fee / account holder | $9,799 | $18,654-47.5% | $16,006-38.8% | $14,365-31.8% |