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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 | $197,341 | $183,539+7.5% | $155,556+26.9% | $145,897+35.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.78% | 61.31%-49.5pp | 64.84%-53.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $12,068 | $5,315+127.0% | $4,675+158.1% | $4,663+158.8% |
| Participant deferral / active EE | $5,950 | $6,467-8.0% | $5,631+5.7% | $6,689-11.1% |
| Admin fee / account holder | $3,476 | $19,275-82.0% | $15,885-78.1% | $13,390-74.0% |