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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 | $179,493 | $197,637-9.2% | $177,848+0.9% | $158,982+12.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.99% | 58.77%-38.8pp | 48.33%-28.3pp | 302.99%-283.0pp |
| Employer contribution / active EE | $16,278 | $6,698+143.0% | $5,919+175.0% | $4,763+241.8% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,538 | $15,406+20.3% | $12,431+49.1% | $11,252+64.8% |