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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 | $198,082 | $185,905+6.5% | $170,057+16.5% | $139,487+42.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.68% | 60.56%-42.9pp | 53.42%-35.7pp | 373.84%-356.2pp |
| Employer contribution / active EE | $8,063 | $7,597+6.1% | $6,790+18.7% | $4,755+69.6% |
| Participant deferral / active EE | $10,566 | $11,627-9.1% | $10,411+1.5% | $6,713+57.4% |
| Admin fee / account holder | $1,719 | $15,397-88.8% | $12,826-86.6% | $11,407-84.9% |