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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 | $182,437 | $223,823-18.5% | $211,142-13.6% | $154,746+17.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.43% | 50.39%-40.0pp | 46.84%-36.4pp | 172.34%-161.9pp |
| Employer contribution / active EE | $13,992 | $6,787+106.2% | $6,442+117.2% | $4,379+219.5% |
| Participant deferral / active EE | $8,886 | $9,750-8.9% | $9,284-4.3% | $6,730+32.0% |
| Admin fee / account holder | $644 | $19,707-96.7% | $19,076-96.6% | $14,365-95.5% |