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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 | $164,710 | $183,539-10.3% | $155,556+5.9% | $145,897+12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.96% | 61.31%-50.3pp | 64.84%-53.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,030 | $5,315-24.2% | $4,675-13.8% | $4,663-13.6% |
| Participant deferral / active EE | $11,918 | $6,467+84.3% | $5,631+111.7% | $6,689+78.2% |
| Admin fee / account holder | $2,848 | $19,275-85.2% | $15,885-82.1% | $13,390-78.7% |