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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 | $147,753 | $125,184+18.0% | $105,607+39.9% | $145,884+1.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.05% | 225.00%-208.0pp | 116.11%-99.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,047 | $3,720-45.0% | $3,167-35.4% | $4,662-56.1% |
| Participant deferral / active EE | $4,499 | $5,714-21.3% | $5,011-10.2% | $6,690-32.8% |
| Admin fee / account holder | $14,298 | $17,133-16.5% | $10,958+30.5% | $13,392+6.8% |