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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 | $191,350 | $183,592+4.2% | $155,574+23.0% | $145,877+31.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.29% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $20,743 | $5,317+290.1% | $4,676+343.6% | $4,663+344.8% |
| Participant deferral / active EE | $11,133 | $6,466+72.2% | $5,629+97.8% | $6,691+66.4% |
| Admin fee / account holder | $1,756 | $19,316-90.9% | $15,914-89.0% | $13,402-86.9% |