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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 | $181,368 | $166,131+9.2% | $164,975+9.9% | $145,877+24.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.91% | 100.37%-85.5pp | 70.12%-55.2pp | 551.28%-536.4pp |
| Employer contribution / active EE | $10,211 | $5,276+93.6% | $4,343+135.1% | $4,663+119.0% |
| Participant deferral / active EE | $15,682 | $6,962+125.2% | $6,033+159.9% | $6,691+134.4% |
| Admin fee / account holder | $3,294 | $16,648-80.2% | $12,688-74.0% | $13,402-75.4% |