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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 | $183,516-6.9% | $155,534+9.8% | $145,884+17.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.15% | 61.43%-46.3pp | 64.92%-49.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $10,780 | $5,315+102.8% | $4,675+130.6% | $4,662+131.2% |
| Participant deferral / active EE | $5,060 | $6,467-21.8% | $5,630-10.1% | $6,690-24.4% |
| Admin fee / account holder | $627 | $19,293-96.8% | $15,900-96.1% | $13,392-95.3% |