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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 | $179,635 | $166,242+8.1% | $165,071+8.8% | $145,884+23.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.06% | 100.44%-84.4pp | 70.17%-54.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $8,401 | $5,283+59.0% | $4,347+93.2% | $4,662+80.2% |
| Participant deferral / active EE | $10,016 | $6,964+43.8% | $6,035+66.0% | $6,690+49.7% |
| Admin fee / account holder | $378 | $16,658-97.7% | $12,695-97.0% | $13,392-97.2% |