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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 | $188,004 | $176,786+6.3% | $146,643+28.2% | $167,536+12.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.50% | 24.04%-5.5pp | 22.75%-4.2pp | 478.82%-460.3pp |
| Employer contribution / active EE | $14,025 | $5,161+171.7% | $4,137+239.0% | $4,839+189.8% |
| Participant deferral / active EE | $6,500 | $6,440+0.9% | $5,506+18.1% | $6,342+2.5% |
| Admin fee / account holder | $711 | $13,262-94.6% | $10,280-93.1% | $12,315-94.2% |