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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 | $172,489 | $185,312-6.9% | $161,489+6.8% | $154,746+11.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.49% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $28,379 | $4,769+495.1% | $4,268+564.9% | $4,379+548.1% |
| Participant deferral / active EE | $20,412 | $6,350+221.5% | $5,630+262.6% | $6,730+203.3% |
| Admin fee / account holder | $652 | $18,654-96.5% | $16,006-95.9% | $14,365-95.5% |