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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 | $173,199 | $157,304+10.1% | $141,197+22.7% | $152,909+13.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.60% | 64.34%-47.7pp | 71.41%-54.8pp | 345.46%-328.9pp |
| Employer contribution / active EE | $11,631 | $5,263+121.0% | $4,736+145.6% | $4,764+144.2% |
| Participant deferral / active EE | $8,931 | $7,111+25.6% | $6,710+33.1% | $5,851+52.6% |
| Admin fee / account holder | $505 | $12,126-95.8% | $10,265-95.1% | $11,601-95.6% |