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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 | $172,350 | $217,432-20.7% | $185,851-7.3% | $167,553+2.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.40% | 148.43%-137.0pp | 122.11%-110.7pp | 478.89%-467.5pp |
| Employer contribution / active EE | $4,601 | $5,874-21.7% | $5,168-11.0% | $4,840-4.9% |
| Participant deferral / active EE | $7,706 | $6,357+21.2% | $5,569+38.4% | $6,343+21.5% |
| Admin fee / account holder | $1,969 | $19,820-90.1% | $16,245-87.9% | $12,316-84.0% |