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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 | $174,835 | $183,592-4.8% | $155,567+12.4% | $145,959+19.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.04% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $5,901 | $5,315+11.0% | $4,674+26.3% | $4,661+26.6% |
| Participant deferral / active EE | $4,368 | $6,464-32.4% | $5,628-22.4% | $6,689-34.7% |
| Admin fee / account holder | $1,011 | $19,318-94.8% | $15,916-93.7% | $13,398-92.5% |