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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 | $168,182 | $183,516-8.4% | $155,534+8.1% | $145,884+15.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.62% | 61.43%-40.8pp | 64.92%-44.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $8,000 | $5,315+50.5% | $4,675+71.1% | $4,662+71.6% |
| Participant deferral / active EE | $8,477 | $6,467+31.1% | $5,630+50.6% | $6,690+26.7% |
| Admin fee / account holder | $3,227 | $19,293-83.3% | $15,900-79.7% | $13,392-75.9% |