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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 | $177,164 | $197,625-10.4% | $177,840-0.4% | $158,966+11.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.35% | 58.76%-40.4pp | 48.32%-30.0pp | 302.95%-284.6pp |
| Employer contribution / active EE | $6,566 | $6,698-2.0% | $5,919+10.9% | $4,762+37.9% |
| Participant deferral / active EE | $9,269 | $8,405+10.3% | $7,714+20.2% | $5,983+54.9% |
| Admin fee / account holder | $610 | $15,405-96.0% | $12,431-95.1% | $11,250-94.6% |