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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 | $176,745 | $165,381+6.9% | $149,730+18.0% | $158,966+11.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.39% | 348.29%-328.9pp | 276.70%-257.3pp | 302.95%-283.6pp |
| Employer contribution / active EE | $28,651 | $5,104+461.3% | $4,645+516.8% | $4,762+501.6% |
| Participant deferral / active EE | $18,672 | $7,182+160.0% | $6,843+172.9% | $5,983+212.1% |
| Admin fee / account holder | $1,879 | $10,809-82.6% | $9,310-79.8% | $11,250-83.3% |