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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 | $175,635 | $156,616+12.1% | $133,346+31.7% | $198,609-11.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.74% | 44.25%-26.5pp | 36.85%-19.1pp | 202.70%-185.0pp |
| Employer contribution / active EE | $7,997 | $3,368+137.4% | $2,853+180.3% | $5,055+58.2% |
| Participant deferral / active EE | $2,602 | $4,920-47.1% | $4,332-39.9% | $6,977-62.7% |
| Admin fee / account holder | $367 | $17,468-97.9% | $14,264-97.4% | $19,030-98.1% |