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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 | $181,089 | $175,231+3.3% | $149,696+21.0% | $139,466+29.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.12% | 166.77%-149.7pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $4,067 | $5,478-25.8% | $4,821-15.6% | $4,754-14.4% |
| Participant deferral / active EE | $3,495 | $6,521-46.4% | $5,682-38.5% | $6,712-47.9% |
| Admin fee / account holder | $6,565 | $16,155-59.4% | $13,212-50.3% | $11,409-42.5% |