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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 | $166,235 | $183,592-9.5% | $155,574+6.9% | $145,877+14.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.16% | 61.37%-39.2pp | 64.87%-42.7pp | 551.28%-529.1pp |
| Employer contribution / active EE | $7,766 | $5,317+46.1% | $4,676+66.1% | $4,663+66.5% |
| Participant deferral / active EE | $19,514 | $6,466+201.8% | $5,629+246.7% | $6,691+191.7% |
| Admin fee / account holder | $2,085 | $19,316-89.2% | $15,914-86.9% | $13,402-84.4% |