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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 | $146,795 | $148,582-1.2% | $135,942+8.0% | $139,456+5.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.65% | 79.26%-60.6pp | 68.28%-49.6pp | 373.45%-354.8pp |
| Employer contribution / active EE | $13,831 | $5,245+163.7% | $4,858+184.7% | $4,753+191.0% |
| Participant deferral / active EE | $15,593 | $8,101+92.5% | $7,759+101.0% | $6,711+132.3% |
| Admin fee / account holder | $461 | $12,402-96.3% | $10,764-95.7% | $11,407-96.0% |