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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 | $203,596 | $183,539+10.9% | $155,556+30.9% | $145,897+39.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 61.31%-45.9pp | 64.84%-49.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $6,151 | $5,315+15.7% | $4,675+31.6% | $4,663+31.9% |
| Participant deferral / active EE | $6,371 | $6,467-1.5% | $5,631+13.1% | $6,689-4.8% |
| Admin fee / account holder | $1,501 | $19,275-92.2% | $15,885-90.5% | $13,390-88.8% |