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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% | $155,574+5.7% | $145,877+12.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $5,821 | $5,317+9.5% | $4,676+24.5% | $4,663+24.8% |
| Participant deferral / active EE | $16,253 | $6,466+151.4% | $5,629+188.7% | $6,691+142.9% |
| Admin fee / account holder | $8,661 | $19,316-55.2% | $15,914-45.6% | $13,402-35.4% |