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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 | $180,991 | $165,399+9.4% | $149,745+20.9% | $158,982+13.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.34% | 348.34%-334.0pp | 276.72%-262.4pp | 302.99%-288.6pp |
| Employer contribution / active EE | $20,995 | $5,105+311.3% | $4,646+351.9% | $4,763+340.8% |
| Participant deferral / active EE | $13,910 | $7,183+93.7% | $6,843+103.3% | $5,983+132.5% |
| Admin fee / account holder | $633 | $10,811-94.1% | $9,312-93.2% | $11,252-94.4% |