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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 | $187,159 | $183,516+2.0% | $155,534+20.3% | $145,884+28.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.70% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $13,646 | $5,315+156.8% | $4,675+191.9% | $4,662+192.7% |
| Participant deferral / active EE | $15,627 | $6,467+141.7% | $5,630+177.6% | $6,690+133.6% |
| Admin fee / account holder | $1,159 | $19,293-94.0% | $15,900-92.7% | $13,392-91.3% |