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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 | $180,526 | $171,492+5.3% | $150,734+19.8% | $198,609-9.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 8.50% | 804.70%-796.2pp | 600.81%-592.3pp | 202.70%-194.2pp |
| Employer contribution / active EE | $13,927 | $5,470+154.6% | $4,918+183.2% | $5,055+175.5% |
| Participant deferral / active EE | $16,459 | $6,259+163.0% | $5,610+193.4% | $6,977+135.9% |
| Admin fee / account holder | $915 | $17,628-94.8% | $14,905-93.9% | $19,030-95.2% |