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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 | $170,782 | $183,592-7.0% | $155,574+9.8% | $145,877+17.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.15% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $10,780 | $5,317+102.8% | $4,676+130.5% | $4,663+131.2% |
| Participant deferral / active EE | $5,060 | $6,466-21.8% | $5,629-10.1% | $6,691-24.4% |
| Admin fee / account holder | $627 | $19,316-96.8% | $15,914-96.1% | $13,402-95.3% |