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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 | $180,378 | $183,592-1.8% | $155,574+15.9% | $145,877+23.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $4,367 | $5,317-17.9% | $4,676-6.6% | $4,663-6.4% |
| Participant deferral / active EE | $9,239 | $6,466+42.9% | $5,629+64.1% | $6,691+38.1% |
| Admin fee / account holder | $2,122 | $19,316-89.0% | $15,914-86.7% | $13,402-84.2% |