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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 | $194,246 | $209,336-7.2% | $197,124-1.5% | $137,256+41.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.66% | 48.09%-36.4pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $13,149 | $6,591+99.5% | $6,227+111.1% | $4,156+216.4% |
| Participant deferral / active EE | $15,627 | $9,614+62.5% | $9,135+71.1% | $6,407+143.9% |
| Admin fee / account holder | $641 | $17,308-96.3% | $16,298-96.1% | $12,270-94.8% |