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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 | $164,573 | $172,111-4.4% | $150,298+9.5% | $137,256+19.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.45% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $8,410 | $4,636+81.4% | $4,154+102.5% | $4,156+102.4% |
| Participant deferral / active EE | $13,975 | $6,166+126.7% | $5,453+156.3% | $6,407+118.1% |
| Admin fee / account holder | $454 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |