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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 | $173,417 | $157,296+10.2% | $141,191+22.8% | $152,897+13.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.99% | 64.34%-38.4pp | 71.41%-45.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $6,920 | $5,262+31.5% | $4,736+46.1% | $4,764+45.3% |
| Participant deferral / active EE | $7,235 | $7,111+1.8% | $6,710+7.8% | $5,851+23.7% |
| Admin fee / account holder | $5,554 | $12,125-54.2% | $10,264-45.9% | $11,599-52.1% |