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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 | $206,871 | $227,399-9.0% | $189,758+9.0% | $198,609+4.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.75% | 61.03%-50.3pp | 52.62%-41.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $14,231 | $5,526+157.5% | $4,767+198.6% | $5,055+181.5% |
| Participant deferral / active EE | $15,473 | $6,837+126.3% | $5,856+164.2% | $6,977+121.8% |
| Admin fee / account holder | $1,951 | $25,162-92.2% | $20,388-90.4% | $19,030-89.7% |