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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 | $182,217 | $183,516-0.7% | $155,534+17.2% | $145,884+24.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.89% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $24,525 | $5,315+361.5% | $4,675+424.6% | $4,662+426.0% |
| Participant deferral / active EE | $13,518 | $6,467+109.1% | $5,630+140.1% | $6,690+102.1% |
| Admin fee / account holder | $80,851 | $19,293+319.1% | $15,900+408.5% | $13,392+503.7% |