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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 | $177,345 | $166,242+6.7% | $165,071+7.4% | $145,884+21.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.40% | 100.44%-77.0pp | 70.17%-46.8pp | 551.85%-528.4pp |
| Employer contribution / active EE | $18,333 | $5,283+247.0% | $4,347+321.7% | $4,662+293.2% |
| Participant deferral / active EE | $17,833 | $6,964+156.1% | $6,035+195.5% | $6,690+166.6% |
| Admin fee / account holder | $1,269 | $16,658-92.4% | $12,695-90.0% | $13,392-90.5% |