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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 | $180,991 | $166,131+8.9% | $164,975+9.7% | $145,877+24.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.62% | 100.37%-81.7pp | 70.12%-51.5pp | 551.28%-532.7pp |
| Employer contribution / active EE | $27,064 | $5,276+413.0% | $4,343+523.2% | $4,663+480.4% |
| Participant deferral / active EE | $22,908 | $6,962+229.0% | $6,033+279.7% | $6,691+242.4% |
| Admin fee / account holder | $1,605 | $16,648-90.4% | $12,688-87.4% | $13,402-88.0% |