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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 | $173,682 | $197,637-12.1% | $177,848-2.3% | $158,982+9.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.65% | 58.77%-45.1pp | 48.33%-34.7pp | 302.99%-289.3pp |
| Employer contribution / active EE | $13,784 | $6,698+105.8% | $5,919+132.9% | $4,763+189.4% |
| Participant deferral / active EE | $13,902 | $8,405+65.4% | $7,714+80.2% | $5,983+132.3% |
| Admin fee / account holder | $493 | $15,406-96.8% | $12,431-96.0% | $11,252-95.6% |