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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 | $164,444 | $183,539-10.4% | $155,556+5.7% | $145,897+12.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,821 | $5,315+9.5% | $4,675+24.5% | $4,663+24.8% |
| Participant deferral / active EE | $16,253 | $6,467+151.3% | $5,631+188.6% | $6,689+143.0% |
| Admin fee / account holder | $8,661 | $19,275-55.1% | $15,885-45.5% | $13,390-35.3% |