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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 | $170,297 | $183,516-7.2% | $155,534+9.5% | $145,884+16.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.66% | 61.43%-40.8pp | 64.92%-44.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $20,221 | $5,315+280.5% | $4,675+332.6% | $4,662+333.7% |
| Participant deferral / active EE | $22,806 | $6,467+252.7% | $5,630+305.1% | $6,690+240.9% |
| Admin fee / account holder | $2,292 | $19,293-88.1% | $15,900-85.6% | $13,392-82.9% |