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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 | $167,809 | $183,516-8.6% | $155,534+7.9% | $145,884+15.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.42% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $11,796 | $5,315+121.9% | $4,675+152.3% | $4,662+153.0% |
| Participant deferral / active EE | $8,692 | $6,467+34.4% | $5,630+54.4% | $6,690+29.9% |
| Admin fee / account holder | $6,572 | $19,293-65.9% | $15,900-58.7% | $13,392-50.9% |