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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 | $164,264 | $183,539-10.5% | $155,556+5.6% | $145,897+12.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.12% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $6,883 | $5,315+29.5% | $4,675+47.2% | $4,663+47.6% |
| Participant deferral / active EE | $5,560 | $6,467-14.0% | $5,631-1.3% | $6,689-16.9% |
| Admin fee / account holder | $79,103 | $19,275+310.4% | $15,885+398.0% | $13,390+490.7% |