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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 | $170,463 | $157,276+8.4% | $141,177+20.7% | $152,885+11.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.43% | 64.33%-43.9pp | 71.40%-51.0pp | 345.39%-325.0pp |
| Employer contribution / active EE | $10,414 | $5,262+97.9% | $4,736+119.9% | $4,763+118.6% |
| Participant deferral / active EE | $12,500 | $7,110+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $1,670 | $12,123-86.2% | $10,263-83.7% | $11,598-85.6% |