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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 | $138,656 | $183,539-24.5% | $155,556-10.9% | $145,897-5.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 61.31%-50.5pp | 64.84%-54.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,580 | $5,315-70.3% | $4,675-66.2% | $4,663-66.1% |
| Participant deferral / active EE | $6,605 | $6,467+2.1% | $5,631+17.3% | $6,689-1.3% |
| Admin fee / account holder | $5,113 | $19,275-73.5% | $15,885-67.8% | $13,390-61.8% |