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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 | $161,898 | $162,821-0.6% | $133,978+20.8% | $158,982+1.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.52% | 41.95%-29.4pp | 45.10%-32.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $11,190 | $4,976+124.9% | $3,919+185.5% | $4,763+134.9% |
| Participant deferral / active EE | $7,907 | $5,910+33.8% | $5,047+56.7% | $5,983+32.2% |
| Admin fee / account holder | $7,897 | $11,742-32.7% | $8,930-11.6% | $11,252-29.8% |