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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 | $160,215 | $183,592-12.7% | $155,567+3.0% | $145,959+9.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.35% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $10,376 | $5,315+95.2% | $4,674+122.0% | $4,661+122.6% |
| Participant deferral / active EE | $6,557 | $6,464+1.4% | $5,628+16.5% | $6,689-2.0% |
| Admin fee / account holder | $1,390 | $19,318-92.8% | $15,916-91.3% | $13,398-89.6% |