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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 | $175,072 | $183,516-4.6% | $155,534+12.6% | $145,884+20.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.79% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $16,094 | $5,315+202.8% | $4,675+244.3% | $4,662+245.2% |
| Participant deferral / active EE | $21,178 | $6,467+227.5% | $5,630+276.1% | $6,690+216.6% |
| Admin fee / account holder | $2,466 | $19,293-87.2% | $15,900-84.5% | $13,392-81.6% |