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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 | $164,009 | $183,592-10.7% | $155,574+5.4% | $145,877+12.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.28% | 61.37%-45.1pp | 64.87%-48.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,462 | $5,317-53.7% | $4,676-47.4% | $4,663-47.2% |
| Participant deferral / active EE | $8,952 | $6,466+38.5% | $5,629+59.0% | $6,691+33.8% |
| Admin fee / account holder | $505 | $19,316-97.4% | $15,914-96.8% | $13,402-96.2% |