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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 | $182,494 | $183,592-0.6% | $155,567+17.3% | $145,959+25.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 61.24%-46.3pp | 64.74%-49.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $3,217 | $5,315-39.5% | $4,674-31.2% | $4,661-31.0% |
| Participant deferral / active EE | $11,115 | $6,464+71.9% | $5,628+97.5% | $6,689+66.2% |
| Admin fee / account holder | $2,499 | $19,318-87.1% | $15,916-84.3% | $13,398-81.3% |