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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 | $227,291-14.5% | $214,702-9.5% | $155,188+25.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.66% | 60.08%-48.4pp | 54.55%-42.9pp | 148.84%-137.2pp |
| Employer contribution / active EE | $13,149 | $6,772+94.2% | $6,461+103.5% | $4,248+209.5% |
| Participant deferral / active EE | $15,627 | $9,582+63.1% | $9,147+70.9% | $6,531+139.3% |
| Admin fee / account holder | $641 | $20,413-96.9% | $19,830-96.8% | $14,480-95.6% |