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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 | $161,423 | $162,136-0.4% | $152,301+6.0% | $154,746+4.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.71% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,844 | $4,890-41.8% | $4,624-38.5% | $4,379-35.1% |
| Participant deferral / active EE | $6,179 | $8,341-25.9% | $8,004-22.8% | $6,730-8.2% |
| Admin fee / account holder | $26,980 | $15,759+71.2% | $14,398+87.4% | $14,365+87.8% |