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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 | $168,005 | $185,905-9.6% | $170,057-1.2% | $139,487+20.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.90% | 60.56%-41.7pp | 53.42%-34.5pp | 373.84%-354.9pp |
| Employer contribution / active EE | $7,129 | $7,597-6.2% | $6,790+5.0% | $4,755+49.9% |
| Participant deferral / active EE | $7,309 | $11,627-37.1% | $10,411-29.8% | $6,713+8.9% |
| Admin fee / account holder | $2,468 | $15,397-84.0% | $12,826-80.8% | $11,407-78.4% |