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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 | $152,943 | $129,737+17.9% | $119,126+28.4% | $154,746-1.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.40% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $4,661 | $4,375+6.5% | $4,034+15.5% | $4,379+6.4% |
| Participant deferral / active EE | $18,577 | $5,842+218.0% | $5,318+249.3% | $6,730+176.0% |
| Admin fee / account holder | $6,865 | $11,961-42.6% | $10,693-35.8% | $14,365-52.2% |