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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 | $183,592-10.4% | $155,567+5.7% | $145,959+12.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.2pp |
| Employer contribution / active EE | $5,821 | $5,315+9.5% | $4,674+24.5% | $4,661+24.9% |
| Participant deferral / active EE | $16,253 | $6,464+151.4% | $5,628+188.8% | $6,689+143.0% |
| Admin fee / account holder | $8,661 | $19,318-55.2% | $15,916-45.6% | $13,398-35.4% |