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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 | $174,196 | $183,539-5.1% | $155,556+12.0% | $145,897+19.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.50% | 61.31%-31.8pp | 64.84%-35.3pp | 552.29%-522.8pp |
| Employer contribution / active EE | $6,000 | $5,315+12.9% | $4,675+28.3% | $4,663+28.7% |
| Participant deferral / active EE | $28,000 | $6,467+333.0% | $5,631+397.3% | $6,689+318.6% |
| Admin fee / account holder | $2,728 | $19,275-85.8% | $15,885-82.8% | $13,390-79.6% |