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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 | $187,916 | $197,637-4.9% | $177,848+5.7% | $158,982+18.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.93% | 58.77%-35.8pp | 48.33%-25.4pp | 302.99%-280.1pp |
| Employer contribution / active EE | $23,246 | $6,698+247.0% | $5,919+292.8% | $4,763+388.1% |
| Participant deferral / active EE | $13,586 | $8,405+61.6% | $7,714+76.1% | $5,983+127.1% |
| Admin fee / account holder | $669 | $15,406-95.7% | $12,431-94.6% | $11,252-94.1% |