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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 | $165,401 | $183,516-9.9% | $155,534+6.3% | $145,884+13.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.65% | 61.43%-45.8pp | 64.92%-49.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $6,667 | $5,315+25.4% | $4,675+42.6% | $4,662+43.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,365 | $19,293-87.7% | $15,900-85.1% | $13,392-82.3% |