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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 | $171,544 | $217,432-21.1% | $185,849-7.7% | $167,536+2.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.31% | 148.42%-133.1pp | 122.10%-106.8pp | 478.82%-463.5pp |
| Employer contribution / active EE | $10,437 | $5,875+77.7% | $5,169+101.9% | $4,839+115.7% |
| Participant deferral / active EE | $15,750 | $6,357+147.7% | $5,569+182.8% | $6,342+148.3% |
| Admin fee / account holder | $1,575 | $19,818-92.1% | $16,244-90.3% | $12,315-87.2% |