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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 | $179,787 | $183,592-2.1% | $155,574+15.6% | $145,877+23.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $19,800 | $5,317+272.4% | $4,676+323.5% | $4,663+324.6% |
| Participant deferral / active EE | $23,000 | $6,466+255.7% | $5,629+308.6% | $6,691+243.8% |
| Admin fee / account holder | $984 | $19,316-94.9% | $15,914-93.8% | $13,402-92.7% |