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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 | $176,927 | $148,623+19.0% | $135,974+30.1% | $139,466+26.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.98% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $6,313 | $5,246+20.3% | $4,859+29.9% | $4,754+32.8% |
| Participant deferral / active EE | $18,078 | $8,103+123.1% | $7,760+133.0% | $6,712+169.3% |
| Admin fee / account holder | $2,975 | $12,406-76.0% | $10,767-72.4% | $11,409-73.9% |