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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 | $171,116 | $183,592-6.8% | $155,574+10.0% | $145,877+17.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $7,251 | $5,317+36.4% | $4,676+55.1% | $4,663+55.5% |
| Participant deferral / active EE | $8,189 | $6,466+26.6% | $5,629+45.5% | $6,691+22.4% |
| Admin fee / account holder | $5,508 | $19,316-71.5% | $15,914-65.4% | $13,402-58.9% |