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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 | $144,782 | $183,516-21.1% | $155,534-6.9% | $145,884-0.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.03% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $6,025 | $5,315+13.4% | $4,675+28.9% | $4,662+29.2% |
| Participant deferral / active EE | $6,371 | $6,467-1.5% | $5,630+13.2% | $6,690-4.8% |
| Admin fee / account holder | $6,211 | $19,293-67.8% | $15,900-60.9% | $13,392-53.6% |