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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 | $166,590 | $183,592-9.3% | $155,567+7.1% | $145,959+14.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.68% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $14,133 | $5,315+165.9% | $4,674+202.4% | $4,661+203.2% |
| Participant deferral / active EE | $5,377 | $6,464-16.8% | $5,628-4.5% | $6,689-19.6% |
| Admin fee / account holder | $4,825 | $19,318-75.0% | $15,916-69.7% | $13,398-64.0% |