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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 | $164,677 | $183,592-10.3% | $155,567+5.9% | $145,959+12.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.65% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $5,416 | $5,315+1.9% | $4,674+15.9% | $4,661+16.2% |
| Participant deferral / active EE | $4,864 | $6,464-24.8% | $5,628-13.6% | $6,689-27.3% |
| Admin fee / account holder | $820 | $19,318-95.8% | $15,916-94.8% | $13,398-93.9% |