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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 | $185,904 | $183,516+1.3% | $155,534+19.5% | $145,884+27.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.96% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $15,825 | $5,315+197.8% | $4,675+238.5% | $4,662+239.4% |
| Participant deferral / active EE | $13,532 | $6,467+109.3% | $5,630+140.3% | $6,690+102.3% |
| Admin fee / account holder | $5,255 | $19,293-72.8% | $15,900-66.9% | $13,392-60.8% |