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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 | $183,110 | $183,592-0.3% | $155,567+17.7% | $145,959+25.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.7pp |
| Employer contribution / active EE | $6,847 | $5,315+28.8% | $4,674+46.5% | $4,661+46.9% |
| Participant deferral / active EE | $5,570 | $6,464-13.8% | $5,628-1.0% | $6,689-16.7% |
| Admin fee / account holder | $16,130 | $19,318-16.5% | $15,916+1.3% | $13,398+20.4% |