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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 | $158,662 | $156,616+1.3% | $133,346+19.0% | $198,609-20.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.97% | 44.25%-32.3pp | 36.85%-24.9pp | 202.70%-190.7pp |
| Employer contribution / active EE | $3,989 | $3,368+18.4% | $2,853+39.8% | $5,055-21.1% |
| Participant deferral / active EE | $4,784 | $4,920-2.8% | $4,332+10.4% | $6,977-31.4% |
| Admin fee / account holder | $13,617 | $17,468-22.0% | $14,264-4.5% | $19,030-28.4% |