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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 | $163,589 | $183,592-10.9% | $155,574+5.2% | $145,877+12.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.57% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $4,497 | $5,317-15.4% | $4,676-3.8% | $4,663-3.6% |
| Participant deferral / active EE | $12,289 | $6,466+90.1% | $5,629+118.3% | $6,691+83.7% |
| Admin fee / account holder | $2,959 | $19,316-84.7% | $15,914-81.4% | $13,402-77.9% |