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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 | $189,971 | $176,786+7.5% | $146,643+29.5% | $167,536+13.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.83% | 24.04%-6.2pp | 22.75%-4.9pp | 478.82%-461.0pp |
| Employer contribution / active EE | $15,710 | $5,161+204.4% | $4,137+279.8% | $4,839+224.7% |
| Participant deferral / active EE | $15,229 | $6,440+136.5% | $5,506+176.6% | $6,342+140.1% |
| Admin fee / account holder | $1,001 | $13,262-92.5% | $10,280-90.3% | $12,315-91.9% |