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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 | $211,134 | $183,539+15.0% | $155,556+35.7% | $145,897+44.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.29% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,000 | $6,467+178.3% | $5,631+219.7% | $6,689+169.1% |
| Admin fee / account holder | $395 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |