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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 | $202,078 | $165,381+22.2% | $149,730+35.0% | $158,966+27.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.01% | 348.29%-338.3pp | 276.70%-266.7pp | 302.95%-292.9pp |
| Employer contribution / active EE | $13,914 | $5,104+172.6% | $4,645+199.5% | $4,762+192.2% |
| Participant deferral / active EE | $11,990 | $7,182+66.9% | $6,843+75.2% | $5,983+100.4% |
| Admin fee / account holder | $350 | $10,809-96.8% | $9,310-96.2% | $11,250-96.9% |