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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 | $178,120 | $217,432-18.1% | $185,849-4.2% | $167,536+6.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.96% | 148.42%-136.5pp | 122.10%-110.1pp | 478.82%-466.9pp |
| Employer contribution / active EE | $4,786 | $5,875-18.5% | $5,169-7.4% | $4,839-1.1% |
| Participant deferral / active EE | $6,033 | $6,357-5.1% | $5,569+8.3% | $6,342-4.9% |
| Admin fee / account holder | $9,503 | $19,818-52.1% | $16,244-41.5% | $12,315-22.8% |