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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 | $154,240 | $129,737+18.9% | $119,126+29.5% | $154,746-0.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.90% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $3,415 | $4,375-22.0% | $4,034-15.3% | $4,379-22.0% |
| Participant deferral / active EE | $8,063 | $5,842+38.0% | $5,318+51.6% | $6,730+19.8% |
| Admin fee / account holder | $2,244 | $11,961-81.2% | $10,693-79.0% | $14,365-84.4% |