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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 | $177,782 | $183,516-3.1% | $155,534+14.3% | $145,884+21.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 61.43%-50.3pp | 64.92%-53.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $9,973 | $5,315+87.6% | $4,675+113.3% | $4,662+113.9% |
| Participant deferral / active EE | $14,655 | $6,467+126.6% | $5,630+160.3% | $6,690+119.1% |
| Admin fee / account holder | $11,286 | $19,293-41.5% | $15,900-29.0% | $13,392-15.7% |