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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 | $174,261 | $175,231-0.6% | $149,696+16.4% | $139,466+24.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.82% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $7,534 | $5,478+37.5% | $4,821+56.3% | $4,754+58.5% |
| Participant deferral / active EE | $7,161 | $6,521+9.8% | $5,682+26.0% | $6,712+6.7% |
| Admin fee / account holder | $1,777 | $16,155-89.0% | $13,212-86.5% | $11,409-84.4% |