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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 | $182,911 | $183,592-0.4% | $155,574+17.6% | $145,877+25.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.70% | 61.37%-36.7pp | 64.87%-40.2pp | 551.28%-526.6pp |
| Employer contribution / active EE | $28,201 | $5,317+430.4% | $4,676+503.1% | $4,663+504.8% |
| Participant deferral / active EE | $9,200 | $6,466+42.3% | $5,629+63.4% | $6,691+37.5% |
| Admin fee / account holder | $805 | $19,316-95.8% | $15,914-94.9% | $13,402-94.0% |