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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 | $185,284 | $176,120+5.2% | $159,487+16.2% | $167,553+10.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.87% | 331.95%-317.1pp | 263.71%-248.8pp | 478.89%-464.0pp |
| Employer contribution / active EE | $5,511 | $5,299+4.0% | $4,831+14.1% | $4,840+13.9% |
| Participant deferral / active EE | $18,794 | $7,752+142.4% | $7,354+155.6% | $6,343+196.3% |
| Admin fee / account holder | $1,615 | $12,561-87.1% | $10,804-85.1% | $12,316-86.9% |