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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 | $181,674 | $183,592-1.0% | $155,574+16.8% | $145,877+24.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.16% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $7,542 | $5,317+41.9% | $4,676+61.3% | $4,663+61.8% |
| Participant deferral / active EE | $13,554 | $6,466+109.6% | $5,629+140.8% | $6,691+102.6% |
| Admin fee / account holder | $2,950 | $19,316-84.7% | $15,914-81.5% | $13,402-78.0% |