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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 | $183,592+10.9% | $155,567+30.9% | $145,959+39.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 61.24%-45.8pp | 64.74%-49.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $6,151 | $5,315+15.7% | $4,674+31.6% | $4,661+32.0% |
| Participant deferral / active EE | $6,371 | $6,464-1.4% | $5,628+13.2% | $6,689-4.7% |
| Admin fee / account holder | $1,501 | $19,318-92.2% | $15,916-90.6% | $13,398-88.8% |