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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 | $178,104 | $183,539-3.0% | $155,556+14.5% | $145,897+22.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.87% | 61.31%-52.4pp | 64.84%-56.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $21,315 | $5,315+301.0% | $4,675+355.9% | $4,663+357.2% |
| Participant deferral / active EE | $10,472 | $6,467+61.9% | $5,631+86.0% | $6,689+56.5% |
| Admin fee / account holder | $1,419 | $19,275-92.6% | $15,885-91.1% | $13,390-89.4% |