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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 | $204,715 | $183,592+11.5% | $155,574+31.6% | $145,877+40.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.31% | 61.37%-42.1pp | 64.87%-45.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $2,254 | $5,317-57.6% | $4,676-51.8% | $4,663-51.7% |
| Participant deferral / active EE | $7,955 | $6,466+23.0% | $5,629+41.3% | $6,691+18.9% |
| Admin fee / account holder | $551 | $19,316-97.1% | $15,914-96.5% | $13,402-95.9% |