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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 | $176,807 | $157,276+12.4% | $141,177+25.2% | $152,885+15.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.19% | 64.33%-40.1pp | 71.40%-47.2pp | 345.39%-321.2pp |
| Employer contribution / active EE | $15,907 | $5,262+202.3% | $4,736+235.9% | $4,763+234.0% |
| Participant deferral / active EE | $12,591 | $7,110+77.1% | $6,710+87.6% | $5,851+115.2% |
| Admin fee / account holder | $3,730 | $12,123-69.2% | $10,263-63.7% | $11,598-67.8% |