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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 | $179,823 | $183,592-2.1% | $155,574+15.6% | $145,877+23.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $16,810 | $5,317+216.2% | $4,676+259.5% | $4,663+260.5% |
| Participant deferral / active EE | $16,020 | $6,466+147.7% | $5,629+184.6% | $6,691+139.4% |
| Admin fee / account holder | $649 | $19,316-96.6% | $15,914-95.9% | $13,402-95.2% |