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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 | $174,226 | $183,516-5.1% | $155,534+12.0% | $145,884+19.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $11,726 | $5,315+120.6% | $4,675+150.8% | $4,662+151.5% |
| Participant deferral / active EE | $11,626 | $6,467+79.8% | $5,630+106.5% | $6,690+73.8% |
| Admin fee / account holder | $777 | $19,293-96.0% | $15,900-95.1% | $13,392-94.2% |