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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 | $175,831 | $175,231+0.3% | $149,696+17.5% | $139,466+26.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.79% | 166.77%-145.0pp | 134.46%-112.7pp | 373.66%-351.9pp |
| Employer contribution / active EE | $5,042 | $5,478-8.0% | $4,821+4.6% | $4,754+6.1% |
| Participant deferral / active EE | $12,000 | $6,521+84.0% | $5,682+111.2% | $6,712+78.8% |
| Admin fee / account holder | $6,134 | $16,155-62.0% | $13,212-53.6% | $11,409-46.2% |