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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 | $180,790 | $165,399+9.3% | $149,745+20.7% | $158,982+13.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.62% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $6,739 | $5,105+32.0% | $4,646+45.1% | $4,763+41.5% |
| Participant deferral / active EE | $13,714 | $7,183+90.9% | $6,843+100.4% | $5,983+129.2% |
| Admin fee / account holder | $792 | $10,811-92.7% | $9,312-91.5% | $11,252-93.0% |