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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 | $183,424 | $197,637-7.2% | $177,848+3.1% | $158,982+15.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 69.90% | 58.77%+11.1pp | 48.33%+21.6pp | 302.99%-233.1pp |
| Employer contribution / active EE | $9,742 | $6,698+45.4% | $5,919+64.6% | $4,763+104.6% |
| Participant deferral / active EE | $13,950 | $8,405+66.0% | $7,714+80.8% | $5,983+133.1% |
| Admin fee / account holder | $685 | $15,406-95.6% | $12,431-94.5% | $11,252-93.9% |