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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 | $159,491 | $169,356-5.8% | $129,406+23.2% | $145,897+9.3% |
| Participation rate | 77.3% | 76.5%+0.8pp | 69.6%+7.6pp | 80.3%-3.0pp |
| Annual return | 17.97% | 14418.62%-14400.6pp | 9468.18%-9450.2pp | 552.29%-534.3pp |
| Employer contribution / active EE | $3,459 | $5,542-37.6% | $4,155-16.8% | $4,663-25.8% |
| Participant deferral / active EE | $6,610 | $4,987+32.6% | $4,167+58.6% | $6,689-1.2% |
| Admin fee / account holder | $2,969 | $9,915-70.1% | $7,689-61.4% | $13,390-77.8% |