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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 | $165,685 | $201,372-17.7% | $184,260-10.1% | $145,884+13.6% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.4pp |
| Annual return | 16.69% | 29.04%-12.3pp | 28.84%-12.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $5,500 | $7,024-21.7% | $6,427-14.4% | $4,662+18.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,477 | $16,362-36.0% | $13,898-24.6% | $13,392-21.8% |