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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 | $174,835 | $183,592-4.8% | $155,574+12.4% | $145,877+19.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.04% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $5,901 | $5,317+11.0% | $4,676+26.2% | $4,663+26.6% |
| Participant deferral / active EE | $4,368 | $6,466-32.4% | $5,629-22.4% | $6,691-34.7% |
| Admin fee / account holder | $1,011 | $19,316-94.8% | $15,914-93.7% | $13,402-92.5% |