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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 | $195,826 | $183,592+6.7% | $155,567+25.9% | $145,959+34.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $8,509 | $5,315+60.1% | $4,674+82.0% | $4,661+82.6% |
| Participant deferral / active EE | $5,870 | $6,464-9.2% | $5,628+4.3% | $6,689-12.2% |
| Admin fee / account holder | $718 | $19,318-96.3% | $15,916-95.5% | $13,398-94.6% |