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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 | $176,729 | $209,422-15.6% | $178,503-1.0% | $158,982+11.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.28% | 188.81%-172.5pp | 151.12%-134.8pp | 302.99%-286.7pp |
| Employer contribution / active EE | $6,769 | $5,707+18.6% | $5,011+35.1% | $4,763+42.1% |
| Participant deferral / active EE | $7,196 | $5,955+20.8% | $5,202+38.3% | $5,983+20.3% |
| Admin fee / account holder | $13,448 | $17,079-21.3% | $13,987-3.9% | $11,252+19.5% |