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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 | $180,847 | $157,304+15.0% | $141,197+28.1% | $152,909+18.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.25% | 64.34%-43.1pp | 71.41%-50.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $9,511 | $5,263+80.7% | $4,736+100.8% | $4,764+99.7% |
| Participant deferral / active EE | $15,897 | $7,111+123.6% | $6,710+136.9% | $5,851+171.7% |
| Admin fee / account holder | $1,794 | $12,126-85.2% | $10,265-82.5% | $11,601-84.5% |