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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 | $165,948 | $129,737+27.9% | $119,126+39.3% | $154,746+7.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 12.76% | 379.08%-366.3pp | 282.11%-269.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $21,072 | $4,375+381.7% | $4,034+422.4% | $4,379+381.2% |
| Participant deferral / active EE | $6,836 | $5,842+17.0% | $5,318+28.5% | $6,730+1.6% |
| Admin fee / account holder | $2,000 | $11,961-83.3% | $10,693-81.3% | $14,365-86.1% |