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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 | $183,539-4.7% | $155,556+12.5% | $145,897+19.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.13% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $20,191 | $5,315+279.9% | $4,675+331.8% | $4,663+333.0% |
| Participant deferral / active EE | $14,498 | $6,467+124.2% | $5,631+157.5% | $6,689+116.7% |
| Admin fee / account holder | $195,377 | $19,275+913.6% | $15,885+1130.0% | $13,390+1359.1% |