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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 | $210,158 | $183,627+14.4% | $155,602+35.1% | $145,978+44.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.07% | 61.32%-51.2pp | 64.81%-54.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $8,531 | $5,316+60.5% | $4,675+82.5% | $4,662+83.0% |
| Participant deferral / active EE | $4,357 | $6,466-32.6% | $5,629-22.6% | $6,690-34.9% |
| Admin fee / account holder | $1,536 | $19,327-92.1% | $15,923-90.4% | $13,400-88.5% |