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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 | $184,322 | $183,592+0.4% | $155,574+18.5% | $145,877+26.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $4,133 | $5,317-22.3% | $4,676-11.6% | $4,663-11.4% |
| Participant deferral / active EE | $9,829 | $6,466+52.0% | $5,629+74.6% | $6,691+46.9% |
| Admin fee / account holder | $809 | $19,316-95.8% | $15,914-94.9% | $13,402-94.0% |