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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 | $166,089+9.0% | $164,928+9.7% | $145,978+24.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.62% | 100.26%-81.6pp | 70.08%-51.5pp | 550.52%-531.9pp |
| Employer contribution / active EE | $27,064 | $5,276+412.9% | $4,343+523.1% | $4,662+480.5% |
| Participant deferral / active EE | $22,908 | $6,961+229.1% | $6,034+279.7% | $6,690+242.4% |
| Admin fee / account holder | $1,605 | $16,641-90.4% | $12,684-87.4% | $13,400-88.0% |