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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 | $200,307 | $183,516+9.1% | $155,534+28.8% | $145,884+37.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.03% | 61.43%-37.4pp | 64.92%-40.9pp | 551.85%-527.8pp |
| Employer contribution / active EE | $14,625 | $5,315+175.2% | $4,675+212.9% | $4,662+213.7% |
| Participant deferral / active EE | $15,850 | $6,467+145.1% | $5,630+181.5% | $6,690+136.9% |
| Admin fee / account holder | $14,921 | $19,293-22.7% | $15,900-6.2% | $13,392+11.4% |