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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 | $183,516-5.0% | $155,534+12.0% | $145,884+19.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $14,659 | $5,315+175.8% | $4,675+213.6% | $4,662+214.4% |
| Participant deferral / active EE | $10,432 | $6,467+61.3% | $5,630+85.3% | $6,690+55.9% |
| Admin fee / account holder | $1,252 | $19,293-93.5% | $15,900-92.1% | $13,392-90.7% |