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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 | $168,893 | $185,905-9.2% | $170,057-0.7% | $139,487+21.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.68% | 60.56%-44.9pp | 53.42%-37.7pp | 373.84%-358.2pp |
| Employer contribution / active EE | $8,893 | $7,597+17.1% | $6,790+31.0% | $4,755+87.0% |
| Participant deferral / active EE | $14,761 | $11,627+27.0% | $10,411+41.8% | $6,713+119.9% |
| Admin fee / account holder | $781 | $15,397-94.9% | $12,826-93.9% | $11,407-93.2% |