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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 | $174,922 | $129,737+34.8% | $119,126+46.8% | $154,746+13.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.54% | 379.08%-363.5pp | 282.11%-266.6pp | 172.34%-156.8pp |
| Employer contribution / active EE | $4,579 | $4,375+4.7% | $4,034+13.5% | $4,379+4.6% |
| Participant deferral / active EE | $12,211 | $5,842+109.0% | $5,318+129.6% | $6,730+81.4% |
| Admin fee / account holder | $5,990 | $11,961-49.9% | $10,693-44.0% | $14,365-58.3% |