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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 | $159,244 | $175,259-9.1% | $149,723+6.4% | $139,487+14.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.34% | 166.82%-151.5pp | 134.50%-119.2pp | 373.84%-358.5pp |
| Employer contribution / active EE | $4,952 | $5,478-9.6% | $4,821+2.7% | $4,755+4.1% |
| Participant deferral / active EE | $11,430 | $6,522+75.3% | $5,682+101.1% | $6,713+70.3% |
| Admin fee / account holder | $1,933 | $16,158-88.0% | $13,215-85.4% | $11,407-83.1% |