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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 | $188,898 | $183,516+2.9% | $155,534+21.5% | $145,884+29.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $4,592 | $5,315-13.6% | $4,675-1.8% | $4,662-1.5% |
| Participant deferral / active EE | $14,242 | $6,467+120.2% | $5,630+153.0% | $6,690+112.9% |
| Admin fee / account holder | $4,398 | $19,293-77.2% | $15,900-72.3% | $13,392-67.2% |