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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 | $172,532 | $166,268+3.8% | $165,100+4.5% | $145,897+18.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.36% | 100.52%-87.2pp | 70.21%-56.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $3,663 | $5,284-30.7% | $4,348-15.8% | $4,663-21.4% |
| Participant deferral / active EE | $13,660 | $6,964+96.1% | $6,035+126.3% | $6,689+104.2% |
| Admin fee / account holder | $6,572 | $16,659-60.6% | $12,696-48.2% | $13,390-50.9% |