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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 | $160,740 | $183,516-12.4% | $155,534+3.3% | $145,884+10.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.89% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $5,833 | $5,315+9.8% | $4,675+24.8% | $4,662+25.1% |
| Participant deferral / active EE | $13,988 | $6,467+116.3% | $5,630+148.4% | $6,690+109.1% |
| Admin fee / account holder | $16,975 | $19,293-12.0% | $15,900+6.8% | $13,392+26.8% |