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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 | $164,751 | $183,516-10.2% | $155,534+5.9% | $145,884+12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $8,145 | $5,315+53.3% | $4,675+74.2% | $4,662+74.7% |
| Participant deferral / active EE | $5,206 | $6,467-19.5% | $5,630-7.5% | $6,690-22.2% |
| Admin fee / account holder | $778 | $19,293-96.0% | $15,900-95.1% | $13,392-94.2% |