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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 | $183,516+5.2% | $155,534+24.1% | $145,884+32.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.84% | 61.43%-42.6pp | 64.92%-46.1pp | 551.85%-533.0pp |
| Employer contribution / active EE | $6,534 | $5,315+23.0% | $4,675+39.8% | $4,662+40.2% |
| Participant deferral / active EE | $7,489 | $6,467+15.8% | $5,630+33.0% | $6,690+12.0% |
| Admin fee / account holder | $6,765 | $19,293-64.9% | $15,900-57.5% | $13,392-49.5% |