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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 | $186,601 | $175,231+6.5% | $149,696+24.7% | $139,466+33.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.05% | 166.77%-146.7pp | 134.46%-114.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $7,059 | $5,478+28.9% | $4,821+46.4% | $4,754+48.5% |
| Participant deferral / active EE | $6,521 | $6,5210% | $5,682+14.8% | $6,712-2.8% |
| Admin fee / account holder | $2,563 | $16,155-84.1% | $13,212-80.6% | $11,409-77.5% |