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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 | $168,311 | $129,737+29.7% | $119,126+41.3% | $154,746+8.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.50% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,729 | $4,375-37.6% | $4,034-32.3% | $4,379-37.7% |
| Participant deferral / active EE | $5,347 | $5,842-8.5% | $5,318+0.5% | $6,730-20.6% |
| Admin fee / account holder | $2,053 | $11,961-82.8% | $10,693-80.8% | $14,365-85.7% |