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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 | $217,268 | $217,432-0.1% | $185,849+16.9% | $167,536+29.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.52% | 148.42%-137.9pp | 122.10%-111.6pp | 478.82%-468.3pp |
| Employer contribution / active EE | $4,876 | $5,875-17.0% | $5,169-5.7% | $4,839+0.8% |
| Participant deferral / active EE | $12,026 | $6,357+89.2% | $5,569+116.0% | $6,342+89.6% |
| Admin fee / account holder | $333 | $19,818-98.3% | $16,244-98.0% | $12,315-97.3% |