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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 | $196,961 | $171,492+14.9% | $150,734+30.7% | $198,609-0.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.12% | 804.70%-787.6pp | 600.81%-583.7pp | 202.70%-185.6pp |
| Employer contribution / active EE | $10,797 | $5,470+97.4% | $4,918+119.5% | $5,055+113.6% |
| Participant deferral / active EE | $9,433 | $6,259+50.7% | $5,610+68.2% | $6,977+35.2% |
| Admin fee / account holder | $4,095 | $17,628-76.8% | $14,905-72.5% | $19,030-78.5% |