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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 | $160,132 | $208,088-23.0% | $186,193-14.0% | $154,746+3.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.64% | 89.97%-75.3pp | 78.03%-63.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $4,380 | $4,340+0.9% | $3,918+11.8% | $4,3790% |
| Participant deferral / active EE | $12,042 | $7,078+70.1% | $6,513+84.9% | $6,730+78.9% |
| Admin fee / account holder | $5,343 | $11,698-54.3% | $11,058-51.7% | $14,365-62.8% |