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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 | $175,964 | $183,592-4.2% | $155,574+13.1% | $145,877+20.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.15% | 61.37%-41.2pp | 64.87%-44.7pp | 551.28%-531.1pp |
| Employer contribution / active EE | $11,586 | $5,317+117.9% | $4,676+147.8% | $4,663+148.5% |
| Participant deferral / active EE | $7,226 | $6,466+11.7% | $5,629+28.4% | $6,691+8.0% |
| Admin fee / account holder | $943 | $19,316-95.1% | $15,914-94.1% | $13,402-93.0% |