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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 | $168,165 | $183,592-8.4% | $155,567+8.1% | $145,959+15.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $7,392 | $5,315+39.1% | $4,674+58.1% | $4,661+58.6% |
| Participant deferral / active EE | $8,983 | $6,464+39.0% | $5,628+59.6% | $6,689+34.3% |
| Admin fee / account holder | $1,542 | $19,318-92.0% | $15,916-90.3% | $13,398-88.5% |