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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 | $154,760 | $175,259-11.7% | $149,723+3.4% | $139,487+10.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.15% | 166.82%-148.7pp | 134.50%-116.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $7,585 | $5,478+38.5% | $4,821+57.3% | $4,755+59.5% |
| Participant deferral / active EE | $5,570 | $6,522-14.6% | $5,682-2.0% | $6,713-17.0% |
| Admin fee / account holder | $678 | $16,158-95.8% | $13,215-94.9% | $11,407-94.1% |