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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 | $169,023 | $209,874-19.5% | $189,537-10.8% | $167,536+0.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.93% | 748.61%-730.7pp | 555.34%-537.4pp | 478.82%-460.9pp |
| Employer contribution / active EE | $17,050 | $6,913+146.6% | $6,161+176.7% | $4,839+252.3% |
| Participant deferral / active EE | $10,760 | $8,934+20.4% | $8,220+30.9% | $6,342+69.7% |
| Admin fee / account holder | $1,239 | $14,299-91.3% | $12,048-89.7% | $12,315-89.9% |