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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 | $161,841 | $183,516-11.8% | $155,534+4.1% | $145,884+10.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.73% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,370 | $5,315-55.4% | $4,675-49.3% | $4,662-49.2% |
| Participant deferral / active EE | $6,757 | $6,467+4.5% | $5,630+20.0% | $6,690+1.0% |
| Admin fee / account holder | $926 | $19,293-95.2% | $15,900-94.2% | $13,392-93.1% |