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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 | $188,582 | $183,592+2.7% | $155,574+21.2% | $145,877+29.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $14,589 | $5,317+174.4% | $4,676+212.0% | $4,663+212.9% |
| Participant deferral / active EE | $8,523 | $6,466+31.8% | $5,629+51.4% | $6,691+27.4% |
| Admin fee / account holder | $457 | $19,316-97.6% | $15,914-97.1% | $13,402-96.6% |