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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 | $166,165 | $183,592-9.5% | $155,574+6.8% | $145,877+13.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.02% | 61.37%-52.4pp | 64.87%-55.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $9,044 | $5,317+70.1% | $4,676+93.4% | $4,663+93.9% |
| Participant deferral / active EE | $16,139 | $6,466+149.6% | $5,629+186.7% | $6,691+141.2% |
| Admin fee / account holder | $78,062 | $19,316+304.1% | $15,914+390.5% | $13,402+482.5% |