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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 | $181,747 | $166,131+9.4% | $164,975+10.2% | $145,877+24.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.09% | 100.37%-85.3pp | 70.12%-55.0pp | 551.28%-536.2pp |
| Employer contribution / active EE | $15,369 | $5,276+191.3% | $4,343+253.9% | $4,663+229.6% |
| Participant deferral / active EE | $11,154 | $6,962+60.2% | $6,033+84.9% | $6,691+66.7% |
| Admin fee / account holder | $8,152 | $16,648-51.0% | $12,688-35.8% | $13,402-39.2% |