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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 | $168,235 | $166,268+1.2% | $165,100+1.9% | $145,897+15.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.54% | 100.52%-82.0pp | 70.21%-51.7pp | 552.29%-533.8pp |
| Employer contribution / active EE | $1,594 | $5,284-69.8% | $4,348-63.3% | $4,663-65.8% |
| Participant deferral / active EE | $12,427 | $6,964+78.4% | $6,035+105.9% | $6,689+85.8% |
| Admin fee / account holder | $1,089 | $16,659-93.5% | $12,696-91.4% | $13,390-91.9% |