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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% | $155,574+5.9% | $145,877+12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.65% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $5,416 | $5,317+1.9% | $4,676+15.8% | $4,663+16.2% |
| Participant deferral / active EE | $4,864 | $6,466-24.8% | $5,629-13.6% | $6,691-27.3% |
| Admin fee / account holder | $820 | $19,316-95.8% | $15,914-94.8% | $13,402-93.9% |