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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 | $198,023 | $209,874-5.6% | $189,537+4.5% | $167,536+18.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.97% | 748.61%-735.6pp | 555.34%-542.4pp | 478.82%-465.8pp |
| Employer contribution / active EE | $7,812 | $6,913+13.0% | $6,161+26.8% | $4,839+61.4% |
| Participant deferral / active EE | $11,429 | $8,934+27.9% | $8,220+39.0% | $6,342+80.2% |
| Admin fee / account holder | $6,649 | $14,299-53.5% | $12,048-44.8% | $12,315-46.0% |