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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 | $177,478 | $183,539-3.3% | $155,556+14.1% | $145,897+21.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.31% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $6,743 | $5,315+26.9% | $4,675+44.2% | $4,663+44.6% |
| Participant deferral / active EE | $3,967 | $6,467-38.7% | $5,631-29.5% | $6,689-40.7% |
| Admin fee / account holder | $1,161 | $19,275-94.0% | $15,885-92.7% | $13,390-91.3% |