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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 | $167,233 | $157,296+6.3% | $141,191+18.4% | $152,897+9.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.40% | 64.34%-37.9pp | 71.41%-45.0pp | 345.43%-319.0pp |
| Employer contribution / active EE | $11,549 | $5,262+119.5% | $4,736+143.9% | $4,764+142.5% |
| Participant deferral / active EE | $9,024 | $7,111+26.9% | $6,710+34.5% | $5,851+54.2% |
| Admin fee / account holder | $1,263 | $12,125-89.6% | $10,264-87.7% | $11,599-89.1% |