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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 | $162,728 | $209,425-22.3% | $178,499-8.8% | $158,966+2.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.00% | 188.80%-172.8pp | 151.10%-135.1pp | 302.95%-287.0pp |
| Employer contribution / active EE | $14,102 | $5,707+147.1% | $5,011+181.4% | $4,762+196.1% |
| Participant deferral / active EE | $11,787 | $5,955+97.9% | $5,202+126.6% | $5,983+97.0% |
| Admin fee / account holder | $1,753 | $17,078-89.7% | $13,986-87.5% | $11,250-84.4% |