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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 | $217,442 | $196,972+10.4% | $182,262+19.3% | $198,609+9.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.90% | 158.27%-138.4pp | 140.60%-120.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $29,496 | $5,364+449.9% | $5,046+484.6% | $5,055+483.5% |
| Participant deferral / active EE | $22,621 | $8,643+161.7% | $8,276+173.3% | $6,977+224.2% |
| Admin fee / account holder | $914 | $18,429-95.0% | $16,712-94.5% | $19,030-95.2% |