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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 | $184,074 | $183,539+0.3% | $155,556+18.3% | $145,897+26.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.47% | 61.31%-44.8pp | 64.84%-48.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $9,750 | $5,315+83.4% | $4,675+108.5% | $4,663+109.1% |
| Participant deferral / active EE | $9,653 | $6,467+49.3% | $5,631+71.4% | $6,689+44.3% |
| Admin fee / account holder | $1,318 | $19,275-93.2% | $15,885-91.7% | $13,390-90.2% |