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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 | $183,516-0.3% | $155,534+17.6% | $145,884+25.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.70% | 61.43%-36.7pp | 64.92%-40.2pp | 551.85%-527.1pp |
| Employer contribution / active EE | $28,201 | $5,315+430.6% | $4,675+503.3% | $4,662+504.9% |
| Participant deferral / active EE | $9,200 | $6,467+42.3% | $5,630+63.4% | $6,690+37.5% |
| Admin fee / account holder | $805 | $19,293-95.8% | $15,900-94.9% | $13,392-94.0% |