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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 | $165,966 | $183,516-9.6% | $155,534+6.7% | $145,884+13.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.98% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $9,435 | $5,315+77.5% | $4,675+101.8% | $4,662+102.4% |
| Participant deferral / active EE | $7,510 | $6,467+16.1% | $5,630+33.4% | $6,690+12.3% |
| Admin fee / account holder | $847 | $19,293-95.6% | $15,900-94.7% | $13,392-93.7% |