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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 | $162,959 | $185,312-12.1% | $161,489+0.9% | $154,746+5.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.56% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $7,793 | $4,769+63.4% | $4,268+82.6% | $4,379+78.0% |
| Participant deferral / active EE | $11,080 | $6,350+74.5% | $5,630+96.8% | $6,730+64.6% |
| Admin fee / account holder | $970 | $18,654-94.8% | $16,006-93.9% | $14,365-93.2% |