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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 | $210,753 | $217,432-3.1% | $185,851+13.4% | $167,553+25.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.73% | 148.43%-135.7pp | 122.11%-109.4pp | 478.89%-466.2pp |
| Employer contribution / active EE | $17,201 | $5,874+192.8% | $5,168+232.8% | $4,840+255.4% |
| Participant deferral / active EE | $8,667 | $6,357+36.3% | $5,569+55.6% | $6,343+36.6% |
| Admin fee / account holder | $1,125 | $19,820-94.3% | $16,245-93.1% | $12,316-90.9% |