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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 | $161,495 | $176,402-8.5% | $134,155+20.4% | $158,950+1.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.20% | 63.66%-45.5pp | 36.34%-18.1pp | 302.91%-284.7pp |
| Employer contribution / active EE | $12,163 | $5,042+141.2% | $3,705+228.3% | $4,762+155.4% |
| Participant deferral / active EE | $6,335 | $4,093+54.8% | $3,500+81.0% | $5,983+5.9% |
| Admin fee / account holder | $312 | $8,719-96.4% | $6,685-95.3% | $11,248-97.2% |