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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 | $183,571 | $211,239-13.1% | $178,528+2.8% | $145,877+25.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.43% | 30.22%-14.8pp | 27.11%-11.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $9,117 | $4,570+99.5% | $3,950+130.8% | $4,663+95.5% |
| Participant deferral / active EE | $8,755 | $6,963+25.7% | $6,278+39.5% | $6,691+30.9% |
| Admin fee / account holder | $10,665 | $12,095-11.8% | $10,419+2.4% | $13,402-20.4% |