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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 | $177,268 | $169,356+4.7% | $129,406+37.0% | $145,897+21.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.27% | 14418.62%-14400.3pp | 9468.18%-9449.9pp | 552.29%-534.0pp |
| Employer contribution / active EE | $3,881 | $5,542-30.0% | $4,155-6.6% | $4,663-16.8% |
| Participant deferral / active EE | $3,881 | $4,987-22.2% | $4,167-6.9% | $6,689-42.0% |
| Admin fee / account holder | $764 | $9,915-92.3% | $7,689-90.1% | $13,390-94.3% |