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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 | $171,511 | $160,040+7.2% | $147,096+16.6% | $145,877+17.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.47% | 98.49%-70.0pp | 419.75%-391.3pp | 551.28%-522.8pp |
| Employer contribution / active EE | $21,600 | $5,289+308.4% | $4,936+337.6% | $4,663+363.2% |
| Participant deferral / active EE | $29,080 | $8,429+245.0% | $8,071+260.3% | $6,691+334.6% |
| Admin fee / account holder | $1,082 | $15,050-92.8% | $13,005-91.7% | $13,402-91.9% |