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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 | $183,627-5.1% | $155,602+11.9% | $145,978+19.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.50% | 61.32%-31.8pp | 64.81%-35.3pp | 550.52%-521.0pp |
| Employer contribution / active EE | $6,000 | $5,316+12.9% | $4,675+28.3% | $4,662+28.7% |
| Participant deferral / active EE | $28,000 | $6,466+333.1% | $5,629+397.4% | $6,690+318.6% |
| Admin fee / account holder | $2,728 | $19,327-85.9% | $15,923-82.9% | $13,400-79.6% |