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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 | $173,825 | $196,972-11.8% | $182,262-4.6% | $198,609-12.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.48% | 158.27%-140.8pp | 140.60%-123.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $11,163 | $5,364+108.1% | $5,046+121.2% | $5,055+120.8% |
| Participant deferral / active EE | $8,779 | $8,643+1.6% | $8,276+6.1% | $6,977+25.8% |
| Admin fee / account holder | $1,039 | $18,429-94.4% | $16,712-93.8% | $19,030-94.5% |