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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 | $157,728 | $160,040-1.4% | $147,096+7.2% | $145,877+8.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.35% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,483 | $5,289-72.0% | $4,936-70.0% | $4,663-68.2% |
| Participant deferral / active EE | $4,728 | $8,429-43.9% | $8,071-41.4% | $6,691-29.3% |
| Admin fee / account holder | $16,118 | $15,050+7.1% | $13,005+23.9% | $13,402+20.3% |