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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 | $157,833 | $183,592-14.0% | $155,567+1.5% | $145,959+8.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.57% | 61.24%-42.7pp | 64.74%-46.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $5,558 | $5,315+4.6% | $4,674+18.9% | $4,661+19.2% |
| Participant deferral / active EE | $11,986 | $6,464+85.4% | $5,628+113.0% | $6,689+79.2% |
| Admin fee / account holder | $2,597 | $19,318-86.6% | $15,916-83.7% | $13,398-80.6% |