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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 | $199,755 | $196,972+1.4% | $182,262+9.6% | $198,609+0.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.32% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $16,747 | $5,364+212.2% | $5,046+231.9% | $5,055+231.3% |
| Participant deferral / active EE | $13,975 | $8,643+61.7% | $8,276+68.9% | $6,977+100.3% |
| Admin fee / account holder | $949 | $18,429-94.9% | $16,712-94.3% | $19,030-95.0% |