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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 | $162,301 | $166,020-2.2% | $164,866-1.6% | $145,959+11.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.21% | 100.08%-84.9pp | 69.97%-54.8pp | 561.95%-546.7pp |
| Employer contribution / active EE | $14,344 | $5,275+171.9% | $4,343+230.3% | $4,661+207.8% |
| Participant deferral / active EE | $12,042 | $6,961+73.0% | $6,033+99.6% | $6,689+80.0% |
| Admin fee / account holder | $655 | $16,644-96.1% | $12,689-94.8% | $13,398-95.1% |