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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 | $168,131 | $183,516-8.4% | $155,534+8.1% | $145,884+15.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.39% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,768 | $5,315-66.7% | $4,675-62.2% | $4,662-62.1% |
| Participant deferral / active EE | $10,111 | $6,467+56.4% | $5,630+79.6% | $6,690+51.1% |
| Admin fee / account holder | $1,161 | $19,293-94.0% | $15,900-92.7% | $13,392-91.3% |