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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 | $165,732 | $156,616+5.8% | $133,346+24.3% | $198,609-16.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 18.98% | 44.25%-25.3pp | 36.85%-17.9pp | 202.70%-183.7pp |
| Employer contribution / active EE | $9,713 | $3,368+188.4% | $2,853+240.4% | $5,055+92.1% |
| Participant deferral / active EE | $7,449 | $4,920+51.4% | $4,332+71.9% | $6,977+6.8% |
| Admin fee / account holder | $2,596 | $17,468-85.1% | $14,264-81.8% | $19,030-86.4% |