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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 | $162,584 | $183,516-11.4% | $155,534+4.5% | $145,884+11.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.34% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $9,180 | $5,315+72.7% | $4,675+96.4% | $4,662+96.9% |
| Participant deferral / active EE | $5,175 | $6,467-20.0% | $5,630-8.1% | $6,690-22.6% |
| Admin fee / account holder | $10,986 | $19,293-43.1% | $15,900-30.9% | $13,392-18.0% |