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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 | $163,841 | $183,592-10.8% | $155,574+5.3% | $145,877+12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.39% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $16,551 | $5,317+211.3% | $4,676+254.0% | $4,663+255.0% |
| Participant deferral / active EE | $14,256 | $6,466+120.5% | $5,629+153.3% | $6,691+113.1% |
| Admin fee / account holder | $834 | $19,316-95.7% | $15,914-94.8% | $13,402-93.8% |