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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 | $174,986 | $183,592-4.7% | $155,567+12.5% | $145,959+19.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.13% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $20,191 | $5,315+279.9% | $4,674+332.0% | $4,661+333.2% |
| Participant deferral / active EE | $14,498 | $6,464+124.3% | $5,628+157.6% | $6,689+116.8% |
| Admin fee / account holder | $195,377 | $19,318+911.4% | $15,916+1127.5% | $13,398+1358.3% |