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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 | $174,267 | $183,592-5.1% | $155,567+12.0% | $145,959+19.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $14,659 | $5,315+175.8% | $4,674+213.6% | $4,661+214.5% |
| Participant deferral / active EE | $10,432 | $6,464+61.4% | $5,628+85.4% | $6,689+56.0% |
| Admin fee / account holder | $1,252 | $19,318-93.5% | $15,916-92.1% | $13,398-90.7% |