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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 | $158,445 | $185,312-14.5% | $161,489-1.9% | $154,746+2.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.81% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $7,710 | $4,769+61.7% | $4,268+80.6% | $4,379+76.1% |
| Participant deferral / active EE | $6,314 | $6,350-0.6% | $5,630+12.1% | $6,730-6.2% |
| Admin fee / account holder | $1,241 | $18,654-93.3% | $16,006-92.2% | $14,365-91.4% |