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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 | $168,533 | $176,786-4.7% | $146,643+14.9% | $167,536+0.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.77% | 24.04%-12.3pp | 22.75%-11.0pp | 478.82%-467.0pp |
| Employer contribution / active EE | $6,428 | $5,161+24.5% | $4,137+55.4% | $4,839+32.8% |
| Participant deferral / active EE | $12,893 | $6,440+100.2% | $5,506+134.2% | $6,342+103.3% |
| Admin fee / account holder | $14,971 | $13,262+12.9% | $10,280+45.6% | $12,315+21.6% |