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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 | $183,516-2.0% | $155,534+15.6% | $145,884+23.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 61.43%-51.3pp | 64.92%-54.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $19,800 | $5,315+272.6% | $4,675+323.6% | $4,662+324.7% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,630+308.5% | $6,690+243.8% |
| Admin fee / account holder | $984 | $19,293-94.9% | $15,900-93.8% | $13,392-92.7% |