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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 | $183,539+2.7% | $155,556+21.2% | $145,897+29.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $14,589 | $5,315+174.5% | $4,675+212.0% | $4,663+212.9% |
| Participant deferral / active EE | $8,523 | $6,467+31.8% | $5,631+51.4% | $6,689+27.4% |
| Admin fee / account holder | $457 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |