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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 | $171,332 | $183,592-6.7% | $155,574+10.1% | $145,877+17.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 61.37%-48.7pp | 64.87%-52.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,413 | $5,317-54.6% | $4,676-48.4% | $4,663-48.2% |
| Participant deferral / active EE | $12,000 | $6,466+85.6% | $5,629+113.2% | $6,691+79.4% |
| Admin fee / account holder | $5,865 | $19,316-69.6% | $15,914-63.1% | $13,402-56.2% |