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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 | $176,707 | $175,259+0.8% | $149,723+18.0% | $139,487+26.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.27% | 166.82%-146.6pp | 134.50%-114.2pp | 373.84%-353.6pp |
| Employer contribution / active EE | $10,914 | $5,478+99.2% | $4,821+126.4% | $4,755+129.5% |
| Participant deferral / active EE | $6,492 | $6,522-0.5% | $5,682+14.2% | $6,713-3.3% |
| Admin fee / account holder | $856 | $16,158-94.7% | $13,215-93.5% | $11,407-92.5% |