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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 | $223,574 | $183,539+21.8% | $155,556+43.7% | $145,897+53.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.28% | 61.31%-46.0pp | 64.84%-49.6pp | 552.29%-537.0pp |
| Employer contribution / active EE | $8,769 | $5,315+65.0% | $4,675+87.6% | $4,663+88.1% |
| Participant deferral / active EE | $2,593 | $6,467-59.9% | $5,631-53.9% | $6,689-61.2% |
| Admin fee / account holder | $1,845 | $19,275-90.4% | $15,885-88.4% | $13,390-86.2% |