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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 | $174,337 | $157,296+10.8% | $141,191+23.5% | $152,897+14.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.46% | 64.34%-40.9pp | 71.41%-47.9pp | 345.43%-322.0pp |
| Employer contribution / active EE | $15,798 | $5,262+200.2% | $4,736+233.6% | $4,764+231.6% |
| Participant deferral / active EE | $10,316 | $7,111+45.1% | $6,710+53.7% | $5,851+76.3% |
| Admin fee / account holder | $824 | $12,125-93.2% | $10,264-92.0% | $11,599-92.9% |