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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 | $168,161 | $185,883-9.5% | $170,043-1.1% | $139,466+20.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.82% | 60.54%-42.7pp | 53.40%-35.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $2,319 | $7,596-69.5% | $6,790-65.9% | $4,754-51.2% |
| Participant deferral / active EE | $9,291 | $11,626-20.1% | $10,410-10.8% | $6,712+38.4% |
| Admin fee / account holder | $750 | $15,393-95.1% | $12,824-94.2% | $11,409-93.4% |