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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 | $153,639 | $183,516-16.3% | $155,534-1.2% | $145,884+5.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.13% | 61.43%-38.3pp | 64.92%-41.8pp | 551.85%-528.7pp |
| Employer contribution / active EE | $6,883 | $5,315+29.5% | $4,675+47.2% | $4,662+47.6% |
| Participant deferral / active EE | $7,958 | $6,467+23.1% | $5,630+41.3% | $6,690+19.0% |
| Admin fee / account holder | $528 | $19,293-97.3% | $15,900-96.7% | $13,392-96.1% |