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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 | $193,056 | $183,539+5.2% | $155,556+24.1% | $145,897+32.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.84% | 61.31%-42.5pp | 64.84%-46.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $6,534 | $5,315+22.9% | $4,675+39.8% | $4,663+40.1% |
| Participant deferral / active EE | $7,489 | $6,467+15.8% | $5,631+33.0% | $6,689+12.0% |
| Admin fee / account holder | $6,765 | $19,275-64.9% | $15,885-57.4% | $13,390-49.5% |