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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 | $170,207 | $175,231-2.9% | $149,696+13.7% | $139,466+22.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.99% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $5,510 | $5,478+0.6% | $4,821+14.3% | $4,754+15.9% |
| Participant deferral / active EE | $9,954 | $6,521+52.6% | $5,682+75.2% | $6,712+48.3% |
| Admin fee / account holder | $12,362 | $16,155-23.5% | $13,212-6.4% | $11,409+8.4% |