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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 | $167,031 | $107,363+55.6% | $92,909+79.8% | $152,897+9.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.56% | 145.63%-123.1pp | 109.44%-86.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $3,584 | $4,222-15.1% | $3,653-1.9% | $4,764-24.8% |
| Participant deferral / active EE | $8,449 | $4,848+74.3% | $4,238+99.4% | $5,851+44.4% |
| Admin fee / account holder | $1,104 | $7,082-84.4% | $5,795-81.0% | $11,599-90.5% |