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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 | $166,242-4.2% | $165,071-3.6% | $145,884+9.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.10% | 100.44%-90.3pp | 70.17%-60.1pp | 551.85%-541.7pp |
| Employer contribution / active EE | $11,949 | $5,283+126.2% | $4,347+174.9% | $4,662+156.3% |
| Participant deferral / active EE | $24,400 | $6,964+250.4% | $6,035+304.3% | $6,690+264.7% |
| Admin fee / account holder | $18,153 | $16,658+9.0% | $12,695+43.0% | $13,392+35.6% |