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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 | $179,999 | $165,399+8.8% | $149,745+20.2% | $158,982+13.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.97% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.0pp |
| Employer contribution / active EE | $3,014 | $5,105-41.0% | $4,646-35.1% | $4,763-36.7% |
| Participant deferral / active EE | $10,881 | $7,183+51.5% | $6,843+59.0% | $5,983+81.8% |
| Admin fee / account holder | $365 | $10,811-96.6% | $9,312-96.1% | $11,252-96.8% |