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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 | $167,412 | $165,584+1.1% | $142,942+17.1% | $137,256+22.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 15.74% | 164.22%-148.5pp | 113.70%-98.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,687 | $4,725-43.1% | $4,139-35.1% | $4,156-35.4% |
| Participant deferral / active EE | $5,754 | $8,194-29.8% | $7,128-19.3% | $6,407-10.2% |
| Admin fee / account holder | $1,084 | $16,167-93.3% | $12,475-91.3% | $12,270-91.2% |