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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 | $170,637 | $185,883-8.2% | $170,043+0.3% | $139,466+22.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.05% | 60.54%-42.5pp | 53.40%-35.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $26,775 | $7,596+252.5% | $6,790+294.3% | $4,754+463.2% |
| Participant deferral / active EE | $21,009 | $11,626+80.7% | $10,410+101.8% | $6,712+213.0% |
| Admin fee / account holder | $184,190 | $15,393+1096.6% | $12,824+1336.3% | $11,409+1514.5% |