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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 | $167,063 | $183,516-9.0% | $155,534+7.4% | $145,884+14.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.61% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $13,762 | $5,315+158.9% | $4,675+194.4% | $4,662+195.2% |
| Participant deferral / active EE | $20,688 | $6,467+219.9% | $5,630+267.4% | $6,690+209.2% |
| Admin fee / account holder | $704 | $19,293-96.4% | $15,900-95.6% | $13,392-94.7% |