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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 | $159,177 | $166,089-4.2% | $164,928-3.5% | $145,978+9.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.10% | 100.26%-90.2pp | 70.08%-60.0pp | 550.52%-540.4pp |
| Employer contribution / active EE | $11,949 | $5,276+126.5% | $4,343+175.1% | $4,662+156.3% |
| Participant deferral / active EE | $24,400 | $6,961+250.5% | $6,034+304.4% | $6,690+264.7% |
| Admin fee / account holder | $18,153 | $16,641+9.1% | $12,684+43.1% | $13,400+35.5% |