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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 | $205,253 | $183,592+11.8% | $155,574+31.9% | $145,877+40.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.39% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $14,574 | $5,317+174.1% | $4,676+211.7% | $4,663+212.5% |
| Participant deferral / active EE | $3,894 | $6,466-39.8% | $5,629-30.8% | $6,691-41.8% |
| Admin fee / account holder | $635 | $19,316-96.7% | $15,914-96.0% | $13,402-95.3% |