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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 | $180,660 | $183,539-1.6% | $155,556+16.1% | $145,897+23.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.24% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,366 | $5,315-36.7% | $4,675-28.0% | $4,663-27.8% |
| Participant deferral / active EE | $7,991 | $6,467+23.6% | $5,631+41.9% | $6,689+19.5% |
| Admin fee / account holder | $63,387 | $19,275+228.9% | $15,885+299.0% | $13,390+373.4% |